Mercury Advisory LLC

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Assets, Funds, Holdings

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Mercury Advisory LLC
CRD #308960
SEC #801-118869
CIK #
AUM 17.94 B (2026-05-01)
Employees 7 (57% Investors, 29% Brokers)
Phone415-878-1068
Address333 Bush Street
San Francisco, CA 94104
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
2016128402010201520212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 955 0.0
(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 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 9,532 17.9
(n) Other 0 0.0
Total 10,487 17.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 10,487 17.9
Total 10,487 17.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 17.9
Total 10,487 17.9
Firm Profile (Form ADV)
ServesInstitutional, Retail
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