Mercer Island Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283752
- Website
- micap360.com
- Custodians
- CHARLES SCHWAB & CO., INC., PACIFIC PREMIER BANK, EQUITY TRUST ADVISORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI91.57%
- Individuals8.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mercer Island Capital Management, LLC is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm provides financial planning and discretionary portfolio management focused on individuals and small businesses, and it also operates as an insurance broker. Its billing combines a percentage-of-assets-under-management fee with the option for hourly charges. Mercer Island Capital Management does not position itself as a multi-state or ESG specialist and is not listed as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- US Government Bonds12%
- Derivatives9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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