Mertz Capital
Firm details
- Headquarters
- ,
- CRD number
- 307305
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.5%
- Individuals5.05%
- Corporations / Businesses1.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mertz Capital is organized as a sole proprietorship and operates as an independent registered investment adviser focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include an asset-based percentage, hourly charges, and fixed-fee engagements. Mertz Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities70%
- US Government Bonds14%
- State & Local Bonds11%
- Cash & Cash Equivalents5%
Contacts
1 of 1Adam Soroko
OwnerCRD 6409739
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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