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 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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth