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| Mercer Global Advisors Inc
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| |
|---|---|
| CRD # | 147363 |
| SEC # | 801-69271 |
| CIK # | 0000853758 |
| AUM | $45.4 BB (2024-07-11) |
| Employees | 1,020 (71% Investors, 1% Brokers) |
| Phone | 888-885-8101 |
| Address | 1200 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.9 | |
| LLY | 301.8 | 0.6 | |
| NVDA | 399.6 | 0.5 | |
| COST | 207.6 | 0.3 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16,356 | 7.2 |
| (b) Individuals (high net worth individuals) | 10,994 | 34.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 734 | 2.6 |
| (h) Charitable organizations | 121 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 190 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 86,945 | 45.4 |
| By Discretionary | ||
| Discretionary | 86,735 | 44.4 |
| Non-Discretionary | 210 | 0.9 |
| Total | 86,945 | 45.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 45.2 | |
| Total | 86,945 | 45.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000853758] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fiducient Advisors LLC
✚
|
IL | 55.9 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
55.8 | |
|
Mawer Investment Management Ltd
✚
|
49.6 | |
|
Avantax Advisory Services Inc
✚
|
TX | 41.7 |
|
Citigroup Global Markets Inc
✚
|
NY | 40.5 |
|
Securities America Advisors Inc
✚
|
NE | 40.4 |
|
World Investment Advisors LLC
✚
|
CA | 37.8 |
|
Moneta Group Investment Advisors LLC
✚
|
MO | 37.5 |
|
Osaic FA Inc
✚
|
IN | 37.1 |
|
Chevy Chase Trust Company
✚
|
MD | 36.0 |