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Mercer Advisors

Finance · Colorado, United States · 680 Employees

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About

Headquarters

1200 17th St Ste 500, Denver, Colorado, 80202, ...

Revenue

$350.6 Million

Industry

Finance General Finance

Highlights

-

Total Funding Amount

-

Most Recent Funding Amount

2

Number of Funding Rounds

Who is Mercer Advisors

Established in 1985, Mercer Advisors is a total wealth management firm that provides investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. They are headquartered in Denver, Colorado.Read more

Mercer Advisors's Social MediaPopular SearchesMercer Global Advisors IncMercer Advisors IncMercer AdvisorsMercer IncMercerSIC Code 67,679NAICS Code 52,523Show more

Mercer Advisors Org Chart

Jeffrey Lokken

Chief Executive Officer

PhoneEmail
Gary Foodim
Gary Foodim

Chief Marketing Officer

PhoneEmail
Gun Keresteci
Gun Keresteci

Chief Financial Officer

PhoneEmail

PhoneEmail

Similar Companies to Mercer Advisors

Mercer Advisors Company Metrics

Company Insights
Employee Growth Rate
Funding
Funding DateMay 29, 2009
RoundPrivate Equity
Amount-
InvestorsCaltius Structured Capital
Funding DateApr 07, 2008
RoundPrivate Equity
Amount-
InvestorsLovell Minnick Partners
See More

-

Total Funding Amount

-

Most Recent Funding Amount

2

Number of Funding Rounds

Acquisitions & Subsidiaries

Jul 18, 2022

Transitions Wealth Management

Jul 18, 2022

Confluence Financial Advisors

Jul 18, 2022

Jordan Financial Strategies

Jan 25, 2022

LUCY IMS

Sep 02, 2021

Sanford Advisory

Nov 23, 2020

Arrowhead Electrical Products

See More Acquisitions & Subsidiaries

Mercer Advisors Tech Stack

A closer look at the technologies used by Mercer Advisors

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Mercer Advisors News & Media

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Frequently Asked Questions regarding Mercer Advisors

Where is Mercer Advisors located?
Mercer Advisors's headquarters are located at 1200 17th St Ste 500, Denver, Colorado, 80202, United States
What is Mercer Advisors's official website?
Mercer Advisors's official website is www.merceradvisors.com
What is Mercer Advisors's Revenue?
Mercer Advisors's revenue is $350.6 Million
What is Mercer Advisors's SIC code?
Mercer Advisors's SIC: 67,679
What is Mercer Advisors's NAICS code?
Mercer Advisors's NAICS: 52,523
How many employees does Mercer Advisors have?
Mercer Advisors has 680 employees
What industry does Mercer Advisors belong to?
Mercer Advisors is in the industry of: Finance General, Finance
What is Mercer Advisors competition?
Mercer Advisors top competitors include: The Colony Group LLC, Creative Planning Inc, Ronald Blue Trust, Summit Financial Resources Inc
What companies has Mercer Advisors acquired?
Mercer Advisors has acquired the companies: Transitions Wealth Management, Confluence Financial Advisors, Jordan Financial Strategies, LUCY IMS
What technology does Mercer Advisors use?
Some of the popular technologies that Mercer Advisors uses are: Python, R, Tableau, Adobe Photoshop
Who is the CEO of Mercer Advisors?
Mercer Advisors's CEO is David Braddy
Who is the CFO of Mercer Advisors?
Mercer Advisors's CFO is Gun Keresteci
Who is the CTO of Mercer Advisors?
Mercer Advisors's CTO is Elizabeth deSousa
What does Mercer Advisors do?

Established in 1985, Mercer Advisors is a total wealth management firm that provides investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. They are headquartered in Denver, Colorad... o.Read More

What are Mercer Advisors social media links?
Mercer Advisors Linkedin page Mercer Advisors Twitter page Mercer Advisors Facebook page
Who invested in Mercer Advisors?
Mercer Advisors has 2 investors including Caltius Structured Capital and Lovell Minnick Partners.
Is Mercer Advisors a public company?
Mercer Advisors is private company therefore does not currently have an official ticker symbol
See more information about Mercer Advisors

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