Mertz Capital
Mertz Capital (CRD# 307305) is a financial advisory firm headquartered in , . They manage $21,499,000 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Mertz Capital
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$346,758
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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.
CA, TX
Financial Advisors at Mertz Capital
1
Adam Soroko (CRD# 6409739) is an Investment Advisor Representative working at Mertz Capital in Studio City, CA and has over 9 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.