Mercer Advisors Overview

  • Type
  • Family Office (Multi)

  • Year Founded
  • 1985

Year Founded

  • Professionals
  • 632

Professionals

  • AUM

Mercer Advisors General Information

Description

Mercer Advisors is a multi-family office based in Denver, Colorado. Established in 1985, the firm provides integrated wealth management, investment advisory, financial planning, tax planning, estate planning, and family office services to high-net-worth individuals, families, executives, business owners, and institutions. The assets are managed by the executive management team. This firm is a Registered Investment Advisor (RIA).

Contact Information

Website
www.merceradvisors.com
Year Founded
1985
Open To Secondaries
Open To First Time Funds
Institution Type
Family Office (Multi)
Primary Contact
Title
Chief Executive Officer
Email
dw
Phone
+1 (888)
Corporate Office
  • 1200 17th Street
  • Suite 2000
  • Denver, CO 80202
  • United States
+1 (888)

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Mercer Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Mercer Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Mercer Advisors Affiliates

Subsidiaries (33)

Name Industry Location Year Founded
Vishria Bird Financial Group Memphis, TN 2018
NorthAvenue Financial Advocates Columbus, OH 2018
Long Run Wealth Advisors Lake Placid, NY 2015
Confluence Financial Advisors Boulder, CO 2015
SD Financial Pathways Dearborn, MI 2013
You’re viewing 5 of 33 affiliates. Get the full list.  »

Mercer Advisors FAQs

  • When was Mercer Advisors founded?

    Mercer Advisors was founded in 1985.

  • Where is Mercer Advisors headquartered?

    Mercer Advisors is headquartered in Denver, CO.

  • How many Assets Under Management (AUM) does Mercer Advisors have?

    Mercer Advisors has in assets under management.

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