Mersereau Co (Chevy Chase)

Name: Mersereau Co
Address: 2 Wisconsin Circle, Suite 510, Chevy Chase, MD, 20815
Telephone: (301)951-5288

Mersereau Co is a large advisory firm based in Chevy Chase. It manages $182.97 million of regulatory assets for 321 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of District of Columbia, Florida, Maryland, and 3 other states.

Mersereau provides portfolio management for individuals and small businesses and 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.

Mersereau: assets under management

The assets under management (AUM) of Mersereau Co is $182.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $182.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $569.99 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mersereau Co for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mersereau Co

James Williams Mersereau has been acting as President since 1 Dec 1986. Daniel Alan Kane joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Williams Mersereau	President	1 Dec 1986	50% - 75%	1951730
James Gill Mersereau	Chairman	1 Dec 1986	25% - 50%	1367982
Gail Yano	Compliance officer	1 Jul 1998	Other	3199909
Daniel Alan Kane	Portfolio manager	1 Nov 2002	Other	4470700

Based in Chevy Chase

The principal office where Mersereau Co performs its advisory services is located at 2 Wisconsin Circle, Suite 510, Chevy Chase, MD 20815, which is also the mailing address of the firm. An additional office of the firm is in East Orleans, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (301)951-5288 or by fax (301)951-0411. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mersereau.com.