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Mercury Advisors, LLC (Santa Monica)


Mercury Advisors, LLC is an internet adviser based in Santa Monica. It manages $5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Mercury Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mercury Advisors: assets under management

The assets under management (AUM) of Mercury Advisors, LLC is $5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mercury Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Monica

The principal office where Mercury Advisors, LLC performs its advisory services is located at 100 Wilshire Blvd, Suite 1700, Santa Monica, CA 90401 1110 The mailing address of the firm is 100 Wilshire Blvd, Suite 1700, Santa Monica, CA 90401 1110. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-228-3191 X1 or by fax 310-228-3191 X4. The normal business hours are 6:30 a.m. to 2:00 p.m. on Monday - Friday.


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