About Mercer Advisors
Mercer Advisors is a company based in Charlotte (United States) founded in 2009 by HK Hallett and Alexander B Miles was acquired by Mercer Advisors in October 2023. It operates as a Professional Services and Subscription Services. Mercer Advisors offers products and services including Financial Planning, Investment Management, Tax Planning & Preparation, and Estate Planning.
- Headquarter Charlotte, United States
- Founders HK Hallett, Alexander B Miles
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Sectors
Financial Services
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Phone
Locked
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Website
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Social
Locked
- Legal Name Mercer Global Advisors Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Mercer Advisors
(Oct 17, 2023)
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Products & Services of Mercer Advisors
Mercer Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning & Preparation, and Estate Planning.
Comprehensive financial planning is offered for clients' needs.
Tailored investment portfolios are managed for clients.
Tax strategies are prepared to optimize finances.
Estate plans are created for wealth preservation.
Funding Insights of Mercer Advisors
Detailed funding history for Mercer Advisors
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Investors in Mercer Advisors
Mercer Advisors has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and advisory services are provided for investment industries.
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Locked | Locked | Locked |
Investor details for Mercer Advisors
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Investments & Acquisitions by Mercer Advisors
Investment portfolio details for Mercer Advisors
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Financial Statements - Mercer Advisors
Detailed financials for Mercer Advisors
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Mercer Advisors Comparisons
Peer comparison for Mercer Advisors
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Competitors of Mercer Advisors
Detailed competitors of Mercer Advisors
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Latest news on Mercer Advisors
Complete news archive for Mercer Advisors
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Frequently Asked Questions about Mercer Advisors
Mercer Advisors was founded in 2009.
Mercer Advisors is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Wealth management solutions are offered by Mercer Advisors through a family office-like structure. Services including financial planning, investment management, tax planning, estate planning, and insurance solutions are integrated to simplify clients financial lives. Specialized support is provided for retirement planning, family and health situations, and various professions. Operations span multiple regions across the United States, ensuring personalized and institutional-grade portfolio management for diverse client needs.
Mercer Advisors offers Financial Planning, Investment Management, Tax Planning & Preparation, and Estate Planning.
Mercer Advisors has 1 investor. Key investors include Mercer Advisors.