MERCER GLOBAL ADVISORS INC.

DENVER, Colorado·7 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
7
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.

7 registered advisors
Christine Adele Cataldo
DENVER, Colorado
CFP
Donald Andrew Calcagni
DENVER, Colorado
Howard Maury Rochestie
SANTA BARBARA, California
Loren Michael Pierson
DENVER, Colorado
CFP
Ralph Ujano
SANTA BARBARA, California
William Hamilton Mannon
SANTA BARBARA, California
Zahid Sadiq
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
4 advisors
DENVER, Colorado
3 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.