D-Merc Services
Firm details
- Headquarters
- Lakewood, Colorado
- CRD number
- 292310
- Registered since
- April 23, 2019
Firm profile
FINTRXOverview
D-Merc Services is organized as a limited liability company and has been SEC-registered since 2019. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Several typical profile fields—client segments, fee structure, business activities and advisory offerings—are not disclosed in the available data, leaving the firm's target client types and service model unspecified.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Lori Sarian
Managing Partner and Chief Compliance OfficerCRD 1870394
Contacts
1 of 1Jacqueline Sloan Nowak
FinOpCRD 2717305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakewood, CO
Jefferson
Location
Lakewood, CO
Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Jefferson
- Address
- 375 Balsam St
- Time zone
- MT (UTC-7)
- Office locations
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