MERCER INVESTMENTS LLC

BOSTON, Massachusetts·9 registered advisors·CRD# 133449
SEC# 801-6373025617-747-9500
01

Firm Overview

AUM
$129.8B
Regulatory assets under management
Employees
657
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
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
Performance-based fees
Other: A PERCENTAGE OF ASSETS UNDER ADVISORY SERVICES
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at MERCER INVESTMENTS LLC

9 registered advisors
Anthony Wayne Brown
BOSTON, Massachusetts
David J Mcmillan
BOSTON, Massachusetts
Harry B Leggat
BOSTON, Massachusetts
Lawrence Vasquez
BOSTON, Massachusetts
Lisa Donoghue Phelan
BOSTON, Massachusetts
Michael John Forestner
BOSTON, Massachusetts
Milla Krasnopolsky
BOSTON, Massachusetts
CFA
Olaolu Olayinka Aganga
BOSTON, Massachusetts
Tammy Yoo Choe
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
9 advisors

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Data sourced from SEC Form ADV filings. MERCER INVESTMENTS LLC (CRD# 133449) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.