Mercer Asset Management, Inc.

EST. AUM
$62,896,386

CONTACTS
1

CLIENT ACCOUNTS
200

Firm Details

Metro area Seattle
CRD Number 115660
Website mercerasset.com
Client types

Overview

Mercer Asset Management, Inc. is a fee-only Registered Investment Advisor (RIA) established in 1998, focused on comprehensive financial planning and investment management. The firm primarily serves moderate and high-income clients, developing tailored financial "road maps" to achieve long-term goals. It operates primarily on a non-discretionary basis, requiring client consent for trades, and utilizes Schwab Institutional Services as the custodian.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mercer Asset Management, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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