CRD: 307305
Mertz Capital
Studio City, CA
3104337838
$21.8M Total AUM
$21.8M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
-- Studio City CA
About Mertz Capital
Mertz Capital is a Studio City-based RIA. The firm has been operating for 6 years. Managing $21.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$21.8M AVG AUM / ADVISOR
$989.5K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Zenith
Client Personas
Bridge radial
Investment Themes
Eagle focus Vital
Investment Vehicles
Value
Services
Timber catalyst Eagle fusion Capital legacy Value ember Optima prime Matrix foundation Wave
Owner & Executives
A
ADAM MICHAEL SOROKO
Chief Compliance Officer, Owner
- CRD
- #6409739
- Ownership
- 75% or more
(842) 444-2438
value.north@alphacapital.com
in linkedin.com/in/meridian-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,770,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,770,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,770,000
Equity - Exchange:
35.9% U.S. Government/Agency:
13.2% Municipal Bonds:
20.4% Cash:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,781,299,868 | 35.9% |
| U.S. Government/Agency | $1,022,650,648 | 13.2% |
| Municipal Bonds | $1,580,460,092 | 20.4% |
| Cash | $2,362,942,786 | 30.5% |
| Total | $7,747,353,394 | 100.0% |