Mercer Global Advisors Inc.
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 147363
- Registered since
- May 30, 2008
- Website
- www.merceradvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI83.55%
- Individuals8.39%
- Pension & Profit Sharing Plans4.09%
- Charitable Organizations2.37%
- Corporations / Businesses1.6%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mercer Global Advisors Inc. is an independent registered investment adviser that serves individual, family and institutional clients and acts as a capital allocator. Its advisory scope includes financial planning, portfolio management for individuals and institutions, pension consulting, manager selection, and investor education through publications and seminars. The firm reports activity as an active ESG investor and maintains industry affiliations that include broker‑dealer and insurance entities and roles as sponsor or general partner/manager of pooled investment vehicles. The firm has drawn external recognition across multiple years from outlets such as Barron's, the Financial Times, Citywire, CNBC, and others.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
- Private Funds3%
- State & Local Bonds2%
Owners & executives
3 of 9
Donald Calcagni
Chief Investment OfficerCRD 4203231
Jon Kennedy
Chief Executive Officer and Managing PartnerCRD 4870404
Robert Burlinson
Managing Partner and Chief Investment OfficerCRD 2986137
Contacts
3 of 749
Carol Casebolt
Wealth AdvisorCRD 5654895
Brett Landstrom
Sr. Wealth Advisor, PartnerCRD 5658881
Tyler Grubbs
Senior Wealth AdvisorCRD 5671529
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,166Active vs passive
$59.5B in ETFs
71%
$42.5B
27%
$17B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $4.5B | 44,994,014 | 7.48% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 1200 17th St
- Time zone
- MT (UTC-7)
- Office locations
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