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 appears on SEC records as having registered in 2019. Filings classify the firm as "unclassified," and ownership is recorded as a combination of a domestic entity and an individual. Public disclosure on the firm's strategy and operations is sparse: there are no entries for stated business activities, advisory services, fee schedule, or client segments. Regulatory disclosures flag several negative indicators rather than active program details. The firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not listed as a pension consultant, and is not flagged as a related adviser. Those items, together with the lack of descriptive activity fields, suggest the entity either maintains a minimal, non-public advisory footprint or is currently inactive from a client-facing asset management perspective.
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
Similar firms
KCR Capital, LLC
Broker-DealerLakewood, CO
Isaak Bond Investments, Inc.
Broker-DealerLakewood, CO
Reynolds Advisory Partners,LLC
Broker-DealerDenver, CO
Quadriga Securities, LLC
Broker-DealerDenver, CO
Plexus Energy Capital, LLC
Broker-DealerLittleton, CO
Cetera Advisors LLC
Broker-DealerGreenwood Village, CO