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| Happy Holidays!! thanks for using AUM13F!! |
| Mercurio & Associates Inc
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|---|---|
| CRD # | 283632 |
| SEC # | 801-121883 |
| CIK # | |
| AUM | $123.2 M (2025-03-21) |
| Employees | 10 (30% Investors, 0% Brokers) |
| Phone | 502-253-9366 |
| Address | 9100 Shelbyville Rd Louisville, KY 40222 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 411 | 122.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 14 | 0.6 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 942 | 123.2 |
| By Discretionary | ||
| Discretionary | 894 | 118.1 |
| Non-Discretionary | 48 | 5.1 |
| Total | 942 | 123.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.2 | |
| Total | 942 | 123.2 |
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|---|---|---|
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Laufer Wealth Management LLC
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NY | 0.1 |
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Stephen J Garry & Associates LLC
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NY | 0.1 |
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FL | 0.1 |
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ICOM Advisors LLC
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0.1 | |
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TX | 0.1 |
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Winnow Wealth LLC
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TX | 0.1 |
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Abbington Investment Group LLC
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CT | 0.1 |
|
Blacktower Financial Management US LLC
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FL | 0.1 |
|
Leathe & Associates LLC
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|
ME | 0.1 |
|
Aria Wealth Management Inc
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|
CA | 0.1 |