Overview
Assets Under Management: $2.9 billion
Headquarters: DENVER, CO
High-Net-Worth Clients: 22
Average Client Assets: $94.1 million
Frequently Asked Questions
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323495), REGIS MANAGEMENT, A MERCER ADVISORS COMPANY is subject to fiduciary duty under federal law.
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY is headquartered in DENVER, CO.
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY serves 22 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, REGIS MANAGEMENT, A MERCER ADVISORS COMPANY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
REGIS MANAGEMENT, A MERCER ADVISORS COMPANY manages $2.9 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, REGIS MANAGEMENT, A MERCER ADVISORS COMPANY serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.13%
Average Client Assets: $94.1 million
Total Client Accounts: 30
Discretionary Accounts: 30
Regulatory Filings
CRD Number: 323495
Filing ID: 1860218
Last Filing Date: 2024-03-29 14:54:00