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Home > Retirement Planners > tennessee > memphis > MERCURY INVESTMENT GROUP
MERCURY INVESTMENT GROUP
40 S. Main St.
Suite 1530
Memphis, Tennessee 38103-5502
Tel: 901-327-2788
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 Status | Approved |
|---|---|
| Firm CRD# | 125245 |
| SEC# | 801-121636 |
| Assets Managed by Firm | $179,576,762 |
| No. of Clients | 112 |
| No. of Advisors | 5 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 112 | $179,576,762 |
| Individuals (other than high net worth individuals) | 24 | $8,930,336 |
| High net worth individuals | 60 | $126,168,901 |
| Other investment advisers | 1 | $5,183,359 |
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