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Kimberly Lynn Lorenz

MERCER GLOBAL ADVISORS INC.·DENVER, Colorado
Unclaimed Profile
1200 17TH STREET, DENVER, CO 80202CRD# 7336686Firm CRD# 147363
01

About

Kimberly Lynn Lorenz is a registered financial advisor based in DENVER, Colorado, affiliated with MERCER GLOBAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MERCER GLOBAL ADVISORS INC.
MERCER GLOBAL ADVISORS INC.
AUM
$45.4B
Regulatory assets under management
Employees
1020
Total firm employees
View all advisors at MERCER GLOBAL ADVISORS INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7336686
Firm CRD# 147363
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Lynn Lorenz offer?
Kimberly Lynn Lorenz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Kimberly Lynn Lorenz's credentials?
Kimberly Lynn Lorenz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Lynn Lorenz located?
Kimberly Lynn Lorenz is based in DENVER, Colorado, working with MERCER GLOBAL ADVISORS INC.. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Kimberly Lynn Lorenz charge for services?
Kimberly Lynn Lorenz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERCER GLOBAL ADVISORS INC.?
MERCER GLOBAL ADVISORS INC. has approximately 1020 employees and manages $45.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
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Research
Advisor Fees in ColoradoNational Fee Analysis
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