Statements (29)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Wealth management firm
|
| gptkbp:acquiredBy |
Argent Wealth Management
ClearRock Capital Personal Financial Advisors Summit Wealth Advisors |
| gptkbp:AUM |
$50+ billion
|
| gptkbp:CEO |
Dave Welling
|
| gptkbp:foundedIn |
1985
|
| gptkbp:founder |
Kendrick Mercer
|
| gptkbp:headquartersLocation |
gptkb:Denver,_Colorado,_United_States
|
| https://www.w3.org/2000/01/rdf-schema#label |
Mercer Advisors
|
| gptkbp:industry |
Financial services
|
| gptkbp:numberOfEmployees |
1000+
|
| gptkbp:operatesIn |
gptkb:United_States
|
| gptkbp:parentCompany |
gptkb:Genstar_Capital
Oak Hill Capital |
| gptkbp:regulates |
gptkb:SEC
|
| gptkbp:services |
Financial planning
Wealth management Estate planning Investment management Tax planning |
| gptkbp:targetUser |
Families
Businesses Individuals |
| gptkbp:type |
Registered Investment Advisor (RIA)
|
| gptkbp:website |
https://www.merceradvisors.com/
|
| gptkbp:bfsParent |
gptkb:Paul_Pompian
|
| gptkbp:bfsLayer |
7
|