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 shows SEC registration dating to 2019. Ownership is listed as a mix of a domestic entity and an individual. Public records classify the firm as unclassified and provide minimal detail about its business model or client focus. The firm is not identified as a capital allocator, does not self-report as an active ESG investor, and is not marked as a multi-state or newly formed adviser. It also does not list pension consulting activities or relationships with a related adviser. Disclosure from the firm is sparse: there are no descriptions of advisory activities, fee schedules, or target client segments in the available dataset. That limited transparency makes it difficult to characterize D-Merc Services’ positioning within wealth management or to infer a distinct investment philosophy.
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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