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Jason Michael Mengel

FUSION CAPITAL, LLC·MT. PLEASANT, South Carolina
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1459 STUART ENGALS BLVD, MT. PLEASANT, SC 29464CRD# 5099803Firm CRD# 154726
01

About

Jason Michael Mengel is a registered financial advisor based in MT. PLEASANT, South Carolina, affiliated with FUSION CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FUSION CAPITAL, LLC
FUSION CAPITAL, LLC
AUM
$360M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at FUSION CAPITAL, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5099803
Firm CRD# 154726
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Michael Mengel offer?
Jason Michael Mengel specializes in Investment Management, Fee-Only Advisory. Contact their office in MT. PLEASANT, South Carolina for a consultation.
What are Jason Michael Mengel's credentials?
Jason Michael Mengel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Michael Mengel located?
Jason Michael Mengel is based in MT. PLEASANT, South Carolina, working with FUSION CAPITAL, LLC. Their office serves clients in the MT. PLEASANT metropolitan area and surrounding communities.
How does Jason Michael Mengel charge for services?
Jason Michael Mengel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUSION CAPITAL, LLC?
FUSION CAPITAL, LLC has approximately 6 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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