Mercer Asset Management, Inc.

Mercer Asset Management, Inc. (CRD# 115660) is a financial advisory firm headquartered in , . They manage $32,744,000 in 215 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $152,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Mercer Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David W. Mercer
CRD#: 2521613
Bainbridge Island, WA
93
Wealthminder
score

David Mercer (CRD# 2521613) is an Investment Advisor Representative working at Mercer Asset Management, Inc. in Bainbridge Island, WA and has over 19 years of experience in the finance industry.

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