Mercer Investment Management, Inc.
Mercer Investment Management, Inc. (CRD# 133449) is a financial advisory firm headquartered in Boston, MA. They manage $50,302,666,000 in 233 accounts and serve the financial needs of clients across 52 states (or territories).
Total Assets Under Management50,303MILLION
Total Number of Accounts233ACCOUNTS
Average Account Value$215,891,270
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV