MERCER GLOBAL ADVISORS INC.

1200 17th Street
Suite 500
Denver, Colorado 80202
Tel: (888) 885-8101

About MERCER GLOBAL ADVISORS INC.

MERCER GLOBAL ADVISORS INC, formally registered with the SEC as MERCER GLOBAL ADVISORS INC. The firm was established in 05/30/2008. They have over 84 offices throughout the country.

MERCER GLOBAL ADVISORS INC. is a Denver, Colorado based Financial Planning firm with nearly $45,350,198,548 assets under management, offering retirement planning & investment advisory services to 86945 clients. The firm is staffed with 1020 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147363
SEC#	801-69271
Assets Managed by Firm	$45,350,198,548
No. of Clients	86945
No. of Advisors	1020

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	86945	$45,350,198,548
Individuals (other than high net worth individuals)	16356	$7,157,797,802
High net worth individuals	10994	$34,329,252,707
Pension and profit sharing plans	734	$2,550,215,814
Charitable organizations	121	$568,820,569
Corporations or other businesses	190	$744,111,656

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