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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2013
- Office Locations
- 1
Office Locations
About Mercury Financial Advisors
Mercury Financial Advisors is an Albany, NY-based boutique registered investment adviser led by principal Sang Lee Wong. The firm serves retail clients, including business owners, with holistic financial and wealth planning, tax and estate planning, insurance guidance, and portfolio construction. Investment focus centers on asset allocation and risk management using ETFs, mutual funds, and fixed income (including municipal and U.S. government/agency bonds), supported by Twenty Over Ten.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
SANG LEE WONG
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #3024980
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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