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 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

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

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Recent M&A activity

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Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth