D-MERC SERVICES
Firm details
- Headquarters
- LAKEWOOD, Colorado
- CRD number
- 292310
- Registered since
- April 23, 2019
Firm profile
FINTRXOverview
D-Merc Services is an LLC that registered with the SEC in 2019. Ownership is reported as a mix of an individual and a domestic corporate entity. Public filings classify the firm as unclassified and indicate it is not a capital allocator. The adviser is not identified as an active ESG investor and is not registered as a multi-state adviser; it is also not described as a pension consultant or related adviser. Filings provide minimal detail on the firm’s client segments, advisory activities, or fee model.
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 1Lori 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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