MERCER FINANCIAL GROUP, INC.

MERCER FINANCIAL GROUP, INC. is an SEC-registered investment adviser (CRD 123164). Regulatory assets under management: $11.5M.

Registration

• CRD: 123164
• Type: Registered investment adviser
• Phone: 609-586-7676
• Latest filing: 2026-03-31
• Regulatory AUM: $11.5M
• Non-discretionary AUM: $11.5M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search