Portfolio Company
Mercer Advisors
Sectors
Financial Services
Investment Date
May 2008 (Fund II) / August 2016 (Fund III/Merger of Kanaly Trust and Mercer Advisors)
Headquarters
Denver, CO
Status
Realized
Mercer Advisors provides comprehensive wealth management services which include financial planning, investment management, retirement plan services, tax planning & preparation, and estate planning for individuals throughout the United States.