Last updated: May 16th, 2019. Data source: SEC filings.
Mercer Global Advisors, federally registered in 2008, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 215 advisors. Mercer Global Advisors manages $10.7 billion and provides investment advisory services for 7,806 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.
The Trust Score algorithm did not surface any considerations for this firm. Checks take place monthly.
| Feature | Value |
| Minimum Investment | $250,000 |
| Average Client Balance | $1,369,102 |
| Hybrid Advisor | No |
| Disciplinary History | No |
| Total AUM | $10.7 billion |
| Advisor / Client Ratio | 1:37 |
| Headquarters | Denver, CO |
| SEC Filings | Forms and Brochures (CRD # 147363) |
| State(s) Registered | AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY |
