CRD: 123164
Mercer Financial Group, Inc.
$11.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-1991
- Office Locations
- 1
Office Locations
-- Trenton NJ
About Mercer Financial Group, Inc.
Mercer Financial Group, Inc. is an independent financial planning firm providing securities services, tax and insurance planning for retail clients. The practice uses a mix that includes ETFs and corporate bonds, and offers brokerage access through U.S. Brokerage, Inc. (FINRA/SIPC). Established in 1987.
Team overview
64 AVG AGE
$11.5M AVG AUM / ADVISOR
$481.1K AVG AUM / CLIENT
30.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Services
Available
Owner & Executives
RALPH PUZIO
President, Principal
- CRD
- #1272648
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,547,000 | -- |
| Total | $11,547,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Other:
Available Public Funds:
Available Equity - OTC:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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