Poterack Capital Advisory

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1515 Mockingbird Ln Ste 7142, Charlotte,...

Phone Number

(704) 366-5776

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Poterack Capital Advisory

Mercer Advisors is a comprehensive wealth management firm based in Jackson, offering tailored financial planning, investment management, tax strategy, estate planning, and insurance solutions. They serve high-net-worth individuals and families, including professionals such as C-suite executives, physicians, and business owners, focusing on personalized service and fiduciary responsibility. The firm combines local boutique service with the resources of a national firm, ensuring clients receive expert guidance for their financial goals. Their team is dedicated to helping clients navigate complex financial situations and achieve long-term financial security.Explore more
Poterack Capital Advisory's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Poterack Capital Advisory Org Chart

PhoneEmail
AQ
United States flag for contact location.

Manager, Wealth

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RP
United States flag for contact location.

Founder & Chief Executive Officer, Wealth & M...

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Poterack Capital Advisory

<$5M
1-10
Private
-
2001
AQ
Alec QuaidManager, Wealth
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
Illustration of an envelope

Poterack Capital Advisory Tech Stack

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Frequently Asked Questions Regarding Poterack Capital Advisory

What is Poterack Capital Advisory's official website?
Poterack Capital Advisory's official website is www.poterack.net
What is Poterack Capital Advisory's Revenue?
Poterack Capital Advisory's revenue is <$5 Million
What is Poterack Capital Advisory's SIC code?
Poterack Capital Advisory's SIC: 62,628
What is Poterack Capital Advisory's NAICS code?
Poterack Capital Advisory's NAICS: 52,523
How many employees does Poterack Capital Advisory have?
Poterack Capital Advisory has 1-10 employees
What industry does Poterack Capital Advisory belong to?
Poterack Capital Advisory is in the industry of: Finance, Insurance, Securities Trading
What is Poterack Capital Advisory competition?
Poterack Capital Advisory top competitors include: Rogers Financial Group
What technology does Poterack Capital Advisory use?
Some of the popular technologies that Poterack Capital Advisory uses are: Sentry, Squarespace Online Stores, Microsoft 365, F5 BIG-IP Platform
How do I contact Poterack Capital Advisory?
Poterack Capital Advisory contact info: Phone number: (704) 366-5776 Website: www.poterack.net
What does Poterack Capital Advisory do?

Mercer Advisors is a comprehensive wealth management firm based in Jackson, offering tailored financial planning, investment management, tax strategy, estate planning, and insurance solutions. They serve high-net-worth individuals and families, including professionals such as C-suite executives, physicians, and business owners, focusing on personal... ized service and fiduciary responsibility. The firm combines local boutique service with the resources of a national firm, ensuring clients receive expert guidance for their financial goals. Their team is dedicated to helping clients navigate complex financial situations and achieve long-term financial security.Read More

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

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