MERCER INVESTMENTS LLC

99 High Street
Boston, Massachusetts 02110
Tel: 617-747-9500

About MERCER INVESTMENTS LLC

MERCER INVESTMENTS LLC, formally registered with the SEC as MERCER INVESTMENTS LLC. The firm was established in 01/03/2005. They have over 26 offices throughout the country.

MERCER INVESTMENTS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $129,785,696,503 assets under management, offering retirement planning & investment advisory services to 390 clients. The firm is staffed with 657 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133449
SEC#	801-63730
Assets Managed by Firm	$129,785,696,503
No. of Clients	390
No. of Advisors	657

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (A PERCENTAGE OF ASSETS UNDER ADVISORY SERVICES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	390	$129,785,696,503
Pension and profit sharing plans	249	$96,711,026,901
Charitable organizations	83	$11,294,154,573
Corporations or other businesses	Fewer than 5 clients	$6,810,476

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