Mercer Street

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

6750 West Loop S Ste 725, Bellaire, Texa...

Phone Number

(346) 704-4690

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1

About Mercer Street

Mercer Street Financial Services offers integrated financial planning and investment advice tailored for successful business owners, international professionals, and college-bound families with significant investable assets or high annual household income. Their services include life planning, tax planning, investment and income planning, and strategies for asset protection and college planning. Operating as an hourly financial planner, they emphasize transparency and fiduciary responsibility, ensuring clients' interests are prioritized. While based in Houston, their services are accessible to clients globally through online communication.Explore more
Mercer Street's Social MediaPopular SearchesMercer Street CoMercer StreetMercer Street Personal Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Mercer Street Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mercer Street

<$5M
1-10
Private
-
2017
$9.1M
11-50
Private
<$5M
1975
WY
Wesley YuhnkeChief Investment Officer
<$5M
1-10
Private
-
1994
KN
Katie NortonProject Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
2002
Mark Kinney, Chief Executive Officer, Moore Financial Strategies at Moore Financial Strategies
Mark KinneyCEO, Moore Financial Strategies
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Mercer Street is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mercer Street is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mercer Street.

Mercer Street Tech Stack

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Frequently Asked Questions Regarding Mercer Street

What is Mercer Street's official website?
Mercer Street's official website is www.mercerst.com
What is Mercer Street's Revenue?
Mercer Street's revenue is <$5 Million
What is Mercer Street's SIC code?
Mercer Street's SIC: 62,628
What is Mercer Street's NAICS code?
Mercer Street's NAICS: 52,523
How many employees does Mercer Street have?
Mercer Street has 1-10 employees
What industry does Mercer Street belong to?
Mercer Street is in the industry of: Finance, Securities Trading
What is Mercer Street competition?
Mercer Street top competitors include: Fountainhead Wealth, FCA Corp, Radnor Financial Advisors, Sterling Investment Management
What technology does Mercer Street use?
Some of the popular technologies that Mercer Street uses are: Google Cloud DNS, Google Cloud Platform, Google Font API, Google Tag Manager
How do I contact Mercer Street?
Mercer Street contact info: Phone number: (346) 704-4690 Website: www.mercerst.com
What does Mercer Street do?

Mercer Street Financial Services offers integrated financial planning and investment advice tailored for successful business owners, international professionals, and college-bound families with significant investable assets or high annual household income. Their services include life planning, tax planning, investment and income planning, and strat... egies for asset protection and college planning. Operating as an hourly financial planner, they emphasize transparency and fiduciary responsibility, ensuring clients' interests are prioritized. While based in Houston, their services are accessible to clients globally through online communication.Read More

What are Mercer Street social media links?
Mercer Street Linkedin page Mercer Street Twitter page Mercer Street Facebook page
Is Mercer Street a public company?
Mercer Street is private company therefore does not currently have an official ticker symbol
See more information about Mercer Street

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