Mercer Advisors merceradvisors.com


Mercer Advisors is a total wealth management firm that provides comprehensive, fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services.

Mercer Advisors is a total wealth management firm that provides comprehensive, fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expert...Show all

Company (Alive / Active)

Phone: 800-258-1559

Fax:

1801 East Cabrillo Boulevard

Santa Barbara, 93108
California, United States

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Total Funding Date of Last Funding
Mercer Advisors $23.3M Aug 10, 2016

Web Traffic

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Engagement (PVPU)

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Investors

Investor Investor Type Location Participating Rounds
Genstar Capital PartnersPrivate EquitySan Francisco, California, United StatesPrivate Equity, Acq - Fin - II
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Patents

Title Application Date Patent Date Status
(Patent / Application)