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MERCURY INVESTMENT GROUP

40 S. Main St.
Suite 1530
Memphis, Tennessee 38103-5502
Tel: 901-327-2788

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About MERCURY INVESTMENT GROUP

MERCURY INVESTMENT GROUP, formally registered with the SEC as MERCURY INVESTMENT GROUP. The firm was established in 07/01/2021. They have over 1 offices throughout the country.

MERCURY INVESTMENT GROUP is a Memphis, Tennessee based Financial Planning firm with nearly $179,576,762 assets under management, offering retirement planning & investment advisory services to 112 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#125245
SEC#801-121636
Assets Managed by Firm$179,576,762
No. of Clients112
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total112$179,576,762
Individuals (other than high net worth individuals)24$8,930,336
High net worth individuals60$126,168,901
Other investment advisers1$5,183,359

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