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Building 2REGIS MANAGEMENT, A MERCER ADVISORS COMPANY

Map pinDENVER, CO
Phone650-838-1030
NotebookSEC #801-126789
Total AUM
$2.9B
Employees
13
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 17TH STREET
SUITE 500
DENVER
CO 80202
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
650-838-1030
Other Offices
2

ReceiptFinancials

Total AUM
$2.9B
Accounts
30
Discretionary
$2.9B
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$4.9M
HNW Individual Clients
22
AUM
$2.1B
Charitable Organization Clients
6
AUM
$794.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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