Mercadien Asset Management, LLC is a large advisory firm based in Hamilton. It manages $183 million of regulatory assets for 471 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 4 other states.
Mercadien Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, educational seminars and workshops, and advice on matters not involving securities.. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mercadien Asset Management, LLC is $183 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 348% 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 Mercadien Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Mercadien Asset Management is high net worth individuals with 42 clients and $144.4 million of assets under management. Among the 8 most similar advisory firms, Mercadien Asset Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $180.4 million for 142 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mercadien Asset Management doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mercadien Asset Management, LLC performs its advisory services is located at 3625 Quakerbridge Road, Hamilton, NJ 08619 The mailing address of the firm is P.O. Box 7648, Princeton, NJ 08543. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-689-9700 or by fax 609-838-3331. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at mercadien.com.