Mercuri Asset Management, LLC

Mercuri Asset Management, LLC (CRD# 109195) is a financial advisory firm headquartered in Corona, CA. They manage $16,000,000 in 113 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

4740 Green River Rd., Ste 104, Corona, CA 92878

https://www.mercuriassetmanagement.net

By the Numbers

Total Assets Under Management

16

MILLION
Total Number of Accounts

113

ACCOUNTS
Average Account Value

$141,593

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Mercuri Asset Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Frank Mercuri

CRD#: 2662010

4740 Green River Rd., Ste 104, Corona, CA 92878

Frank Mercuri (CRD# 2662010) is an Investment Advisor Representative working at Mercuri Asset Management, LLC in Corona, CA and has over 25 years of experience in the finance industry.

Robert J. Pearce

CRD#: 6825431

4740 Green River Rd., Ste 104, Corona, CA 92878

Robert Pearce (CRD# 6825431) is an Investment Advisor Representative working at Mercuri Asset Management, LLC in Corona, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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