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Kenneth George Mertz

EMERALD ADVISERS, LLC·LEOLA, Pennsylvania
Unclaimed Profile
3175 OREGON PIKE, LEOLA, PA 17540CRD# 4358855Firm CRD# 107496
01

About

Kenneth George Mertz is a registered financial advisor based in LEOLA, Pennsylvania, affiliated with EMERALD ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
EMERALD ADVISERS, LLC
EMERALD ADVISERS, LLC
AUM
$2.4B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at EMERALD ADVISERS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4358855
Firm CRD# 107496
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth George Mertz offer?
Kenneth George Mertz specializes in Investment Management, Wealth Management. Contact their office in LEOLA, Pennsylvania for a consultation.
What are Kenneth George Mertz's credentials?
Kenneth George Mertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth George Mertz located?
Kenneth George Mertz is based in LEOLA, Pennsylvania, working with EMERALD ADVISERS, LLC. Their office serves clients in the LEOLA metropolitan area and surrounding communities.
How does Kenneth George Mertz charge for services?
Kenneth George Mertz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERALD ADVISERS, LLC?
EMERALD ADVISERS, LLC has approximately 35 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEOLA
Joseph Edward Besecker — EMERALD ADVISERS, LLCScott Lambert Rehr — EMERALD ADVISERS, LLCDaniel Webster Moyer — EMERALD ADVISERS, LLCRichard Earl Keller — EMERALD DIRECT LENDING ADVISERS, LLCJames Andrew Meehan — EMERALD ADVISERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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