MERCER GLOBAL ADVISORS INC

HTTPS://WWW.FACEBOOK.COM/MERCERADVISORS/ DENVER, CO Investment Advisor How do I update this listing?

Also known as:

  • MERCER GLOBAL ADVISORS /ADV
  • MERCER /CA/ /ADV
  • MERCER GLOBAL ADVISORS INC /ADV

Mercer Global Advisors is based out of Denver. Mercer Global Advisors is a large advisory firm with 7806 clients and discretionary assets under management (AUM) of $10,323,500,129 (Form ADV from 2019-02-01). Their last reported 13F filing for Q1 2019 included $4,657,182,000 in managed 13F securities and a top 10 holdings concentration of 23.73%. Mercer Global Advisors's largest holding is iShares Core S&P 500 ETF with shares held of 840,519. Whalewisdom has at least 2 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.75%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MERCER GLOBAL ADVISORS INC.
1200 17TH STREET 25TH FLOOR
DENVER CO    80202
Country: United States

Business Phone: (800) 258-1559
Fax: (805) 565-1964
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 342
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 12,831,100,000
Total Number of Clients: 7806
Amount of client funds and securities by related persons: 4,933,980
Total Number of clients from related persons: 5
Disclosures:
Data above was derived from SEC filings.

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