Mercantil Commercebank Investement Services, Inc. is a large advisory firm based in Coral Gables. It manages $445.11 million of regulatory assets for 978 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, New York, and Texas.
Mercantil Commercebank Investement Services provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mercantil Commercebank Investement Services, Inc. is $445.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 293% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mercantil Commercebank Investement Services, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Millar Wilson has been acting as President since 1 Jan 2002. Raphael Enrique Vina joined the executive team most recently as the Cco.
The principal office where Mercantil Commercebank Investement Services, Inc. performs its advisory services is located at 220 Alhambra Circle, Coral Gables, FL 33134, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-460-8599. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at mercantilcis.com.