D-Merc Services

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Lakewood, Colorado
CRD number
292310
Registered since
April 23, 2019

Firm profile

FINTRX

Overview

D-Merc Services is organized as a limited liability company and appears on the SEC register with an initial filing in 2019. Publicly available source data classifies the firm as "unclassified" and identifies its ownership as a mix of a domestic entity and an individual. The firm's public profile flags that it is not a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not designated as a pension consultant or related adviser. The source record contains very limited operational detail: fields for client base, fee structure, business activities and advisory activities are blank. That lack of disclosure makes it difficult to place the firm within a distinct wealth-management or advisory niche from the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Lori Sarian

    Lori Sarian

    Managing Partner and Chief Compliance OfficerCRD 1870394

Contacts

1 of 1
  • Jacqueline Sloan Nowak

    FinOpCRD 2717305

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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