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MERCANTILE INVESTMENT ADVISORS
901 Indiana Ave
Suite 450
Wichita Falls, Texas 76301
Tel: 940-723-5565
About MERCANTILE INVESTMENT ADVISORS
MERCANTILE INVESTMENT ADVISORS, formally registered with the SEC as MERCANTILE INVESTMENT ADVISORS. The firm was established in 08/15/2012. They have over 1 offices throughout the country.
MERCANTILE INVESTMENT ADVISORS is a Wichita Falls, Texas based Financial Planning firm with nearly $113,654,494 assets under management, offering retirement planning & investment advisory services to 76 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165094 |
| SEC# | 801-77019 |
| Assets Managed by Firm | $113,654,494 |
| No. of Clients | 76 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 76 | $113,654,494 |
| Individuals (other than high net worth individuals) | 48 | $25,057,997 |
| High net worth individuals | 27 | $84,568,846 |
| Charitable organizations | 1 | $4,027,651 |
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|---|---|---|---|
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