MERCER GLOBAL ADVISORS INC.

DENVER, Colorado·25 registered advisors·CRD# 147363
SEC# 801-6927183(888) 885-8101
01

Firm Overview

AUM
$45.4B
Regulatory assets under management
Employees
1020
Total firm employees
Advisors
25
Registered representatives
02

Services & Fees

Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MERCER GLOBAL ADVISORS INC.

25 registered advisors
Charles David Welling
DENVER, Colorado
Christine Adele Cataldo
DENVER, Colorado
Christopher Phil Weill
SANTA BARBARA, California
Daniel Alexander Gourvitch
DENVER, Colorado
David Hurless Barton
DENVER, Colorado
Deborah Jane Atwater
DENVER, Colorado
Donald Andrew Calcagni
DENVER, Colorado
Gary Ian Foodim
DENVER, Colorado
Gun Keresteci
DENVER, Colorado
Howard Maury Rochestie
SANTA BARBARA, California
Jeremiah Hilton Barlow
SANTA BARBARA, California
John Douglas Maxwell
SANTA BARBARA, California
Karsten Ian Voermann
DENVER, Colorado
Kimberly Lynn Lorenz
DENVER, Colorado
Loren Michael Pierson
DENVER, Colorado
Martine Elizabeth Lellis
DENVER, Colorado
Mathew Ryan Encino
DENVER, Colorado
Patrick Edward Rogers
DENVER, Colorado
Ralph Ujano
SANTA BARBARA, California
Richard Nelson Pallan
SANTA BARBARA, California
Sara Marie Nelson
SANTA BARBARA, California
Scott Jon Kvancz
SANTA BARBARA, California
William Alan Nelson Ii
DENVER, Colorado
William Hamilton Mannon
SANTA BARBARA, California
Zahid Sadiq
SANTA BARBARA, California
05

Office Locations

DENVER, Colorado
15 advisors
SANTA BARBARA, California
10 advisors

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Data sourced from SEC Form ADV filings. MERCER GLOBAL ADVISORS INC. (CRD# 147363) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.