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MERGANSER CAPITAL MANAGEMENT, LLC
99 High Street
Boston, Massachusetts 02110-2320
Tel: 617-494-1000
About MERGANSER CAPITAL MANAGEMENT, LLC
MERGANSER CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MERGANSER CAPITAL MANAGEMENT, LLC. The firm was established in 10/18/2013. They have over 1 offices throughout the country.
MERGANSER CAPITAL MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $15,627,641,000 assets under management, offering retirement planning & investment advisory services to 127 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169258 |
| SEC# | 801-78733 |
| Assets Managed by Firm | $15,627,641,000 |
| No. of Clients | 127 |
| No. of Advisors | 32 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 127 | $15,627,641,000 |
| High net worth individuals | Fewer than 5 clients | $21,957,000 |
| Pension and profit sharing plans | 8 | $1,799,041,000 |
| Corporations or other businesses | 95 | $10,874,068,000 |
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