Mercer Advisors Acquires Rmr Wealth Advisors, Llc
06/05/23, 11:46 AM
Location
denver
denver
Industry
financial services
financial services
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.
Company Info
Location
Denver, Colorado, United States
Company info
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. with $56 billion in client assets.