Acquiring Company
Mercer Global Advisors
Acquired Company
Mercer Global Advisors
DenverDenverFinancial ServicesConsultingFinancial ServicesConsultingDescription
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of RMR Wealth Advisors, LLC (hereinafter "RMR"). RMR is a comprehensive wealth management firm located in Madison, Wisconsin. RMR was founded in 2009 by Erik Mikkelson CFP®, who is a co-owner of the company along with Doug Giageos CFP®, CFA®, and Lisa Sowls. The owners, along with a team of advisors and service professionals, serve over 150 clients with assets under management ("AUM") of approximately $350 million.
Quick answer
Mercer Global Advisors is acquiring Mercer Global Advisors, announced June 5, 2023. Mercer Global Advisors is based in Denver, Colorado, United States.
- How much did Mercer Global Advisors pay for Mercer Global Advisors?
- The deal value was not disclosed.
- Where are Mercer Global Advisors and Mercer Global Advisors based?
- Mercer Global Advisors is based in Denver, Colorado, United States. Mercer Global Advisors is based in Denver, Colorado, United States.
- Who are the decision-makers at Mercer Global Advisors?
- Fundz holds 3 contacts at Mercer Global Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Mercer Global Advisors, and when
When Mercer Global Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Mercer Global Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Mercer Global Advisors, from your own LinkedIn network
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Fundz sees it the moment Mercer Global Advisors makes an acquisition, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Frequently asked
Who acquired Mercer Global Advisors?
Mercer Global Advisors was acquired by Mercer Global Advisors, based in Denver. The deal was reported on June 5, 2023. Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. Mercer Global Advisors is privately held and operates in Financial Services.
When did Mercer Global Advisors acquire Mercer Global Advisors?
Mercer Global Advisors's acquisition of Mercer Global Advisors was reported on June 5, 2023. Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of RMR Wealth Advisors, LLC (hereinafter "RMR"). RMR is a comprehensive wealth management firm located in Madison, Wisconsin. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Mercer Global Advisors do?
Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. It is privately held, operating in Financial Services, and is based in Denver.
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