Mercury Advisory, LLC

Overview

Mercury Advisory, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and in operation since 2020. The firm serves both individual and family clients as well as institutional and business accounts, providing portfolio management for individuals/small businesses and for businesses or institutional clients. Its fee model is a percentage of assets under management. The firm is affiliated with a broker-dealer and is not identified as an active ESG investor or a capital allocator in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices