Company Information

Get to know Mercer Island Capital Management, LLC

Founded in 2004, Mercer Island Capital Management, LLC is a registered investment adviser based in Mercer Island, Washington. The firm specializes in providing discretionary portfolio management services, building and managing customized, concentrated portfolios of individual stocks and bonds for a select group of high-net-worth individuals, families, and trusts. They operate on a fee-only basis, emphasizing long-term capital appreciation and preservation through a disciplined, value-oriented investment approach.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Mercer Island Capital Management, LLC

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.