|
⚲
|
| Mercadien Asset Management LLC
✚
| |
|---|---|
| CRD # | 121546 |
| SEC # | 801-61651 |
| CIK # | |
| AUM | $243.0 MM (2024-03-12) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 609-689-9700 |
| Address | 3625 Quakerbridge Road Hamilton, NJ 08619 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 56.0 |
| (b) Individuals (high net worth individuals) | 43 | 187.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 570 | 243.0 |
| By Discretionary | ||
| Discretionary | 570 | 243.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 570 | 243.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.0 | |
| Total | 570 | 243.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DaVinci Financial Designs LLC
✚
|
SC | 0.2 |
|
JDM Financial Group LLC
✚
|
TX | 0.2 |
|
Birchbrook
✚
|
ME | 0.2 |
|
Abbey Street LLC
✚
|
MN | 0.2 |
|
4J Wealth Management LLC
✚
|
VA | 0.2 |
|
Retirement Plans Inc
✚
|
OH | 0.2 |
|
YIM Investment Management LLC
✚
|
HI | 0.2 |
|
Investments & Financial Planning LLC
✚
|
KY | 0.2 |
|
Weitzel Financial Services Inc
✚
|
IA | 0.2 |
|
Cloud Investments LLC
✚
|
AL | 0.2 |