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James Williams Mersereau

CARDEROCK CAPITAL MANAGEMENT, INC.·CHEVY CHASE, Maryland
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2 WISCONSIN CIRCLE, SUITE 600, CHEVY CHASE, MD 20815-7020CRD# 1951730Firm CRD# 104570
01

About

James Williams Mersereau is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with CARDEROCK CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CARDEROCK CAPITAL MANAGEMENT, INC.
CARDEROCK CAPITAL MANAGEMENT, INC.
AUM
$594M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CARDEROCK CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1951730
Firm CRD# 104570
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Williams Mersereau offer?
James Williams Mersereau specializes in Investment Management, Wealth Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are James Williams Mersereau's credentials?
James Williams Mersereau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Williams Mersereau located?
James Williams Mersereau is based in CHEVY CHASE, Maryland, working with CARDEROCK CAPITAL MANAGEMENT, INC.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does James Williams Mersereau charge for services?
James Williams Mersereau's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARDEROCK CAPITAL MANAGEMENT, INC.?
CARDEROCK CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $594M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Sarah Josephine Hunt — PLOTKIN FINANCIAL ADVISORS, LLCJon Masao Sakoda — NEA MANAGEMENT COMPANY, LLCGary Barrett Townsend — HILL-TOWNSEND CAPITAL, LLCVernon W Hill — HILL-TOWNSEND CAPITAL, LLCMichael Joseph Ward — HARMONIC GROWTH PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
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