MERCURY ADVISORY, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 308960
- Registered since
- June 5, 2020
- Website
- mercury.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses99.87%
- Individuals0.13%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mercury Advisory, LLC is an SEC-registered investment adviser organized as an LLC and operational since 2020. The firm focuses on fee-based portfolio management, serving both individual and family clients as well as institutional and business accounts. Its advisory mandate centers on discretionary and non-discretionary portfolio management for individuals, small businesses, and institutional investors. Mercury reports an affiliation with a broker-dealer and states that it does not position itself as an active ESG investor, pension consultant, capital allocator, or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Karolina Morys
CEOCRD 8183412
Contacts
3 of 6William Mitchell
Senior Director, Relationship ManagementCRD 8068913
Valery Vela
PrincipalCRD 5434897
David Goldsmith
ComplianceCRD 6934656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 333 Bush St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
ALPINE INVESTORS
RIASAN FRANCISCO, CA
FREESTONE GROVE PARTNERS LP
RIASAN FRANCISCO, CA
DIVCO WEST REAL ESTATE SERVICES, LLC
RIASAN FRANCISCO, CA
FARTHER
RIASAN FRANCISCO, CA
BAKER STREET ADVISORS, LLC
RIASAN FRANCISCO, CA
CORE AND VALUE ADVISORS, LLC
RIASAN FRANCISCO, CA