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MERCER GLOBAL ADVISORS INC.
DENVER, CO
(888) 885-8101
SEC #801-69271Total AUM
$84.4B
Employees
1,429Clients
36,172Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1200 17TH STREET
SUITE 2000
DENVER
CO 80202
United States
SUITE 2000
DENVER
CO 80202
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
(888) 885-8101
Other Offices
257
Financials
Total AUM
$84.4B
Accounts
116,310Discretionary
$82.9B
Accounts
115,337Non-Discretionary
$1.5B
Accounts
973
Clients
Individual Clients
16,646AUM
$7.1B
HNW Individual Clients
18,398AUM
$70.5B
Pension/Profit Sharing Plan Clients
718AUM
$3.5B
Charitable Organization Clients
166AUM
$2B
Corporation or Business Clients
244AUM
$1.4B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
TRUST SERVICES, ESTATE PLANNING, CONSULTATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.