Mercer Advisors Acquires Mallard Advisors to Expand Presence in Northeast.
MANews-(C)2009-2022
Colorado, US-based national registered investment advisory (RIA) Mercer Global Advisors, Inc. has acquired Delaware-based wealth management firm Mallard Advisors, LLC to expand presence in the Northeastern US, the company said.
Terms of the transaction were not disclosed.
Mercer Global Advisors Inc. is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust...
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