Tag: Mercer
Private Equity-Backed Mercer Advisors Buys $740 Million Firm
Mercer Global Advisors Inc., a registered investment adviser with $28 billion in client assets, has purchased Epstein & White Financial LLC, a wealth management...
Bluerock Total Income+ Reports Fourth Quarter Returns and Bullish Outlook for...
The Bluerock Total Income+ Real Estate Fund (Tickers: TIPRX, TIPPX, TIPWX, TIPLX), a closed-end interval fund, reported fourth quarter total returns of 2.57 percent...
Mercer Buys Two RIAs with a Combined $1.6 Billion AUM
Mercer Global Advisors Inc., a registered investment adviser, has acquired McGee Wealth Management Inc., a firm located in Portland, Oregon with approximately $815 million...
Bluerock Total Income+ NAV Jumps 2.1%
The Bluerock Total Income+ Real Estate Fund (TIPRX, TIPPX, TIPWX, TIPLX), a closed-end interval fund), reported a net asset value per share of $29.50...
Mercer Advisors Buys Colorado RIA in Latest Acquisition
Mercer Global Advisors Inc., a national registered investment adviser, has acquired Summit Wealth Advisors Inc., a wealth management firm located in Frisco, Colorado with...
Mercer Advisors Continues Buying Spree with $910 Million RIA Acquisition
Mercer Global Advisors Inc., a registered investment adviser with $20 billion in client assets, has acquired M.J. Smith and Associates Inc., a wealth management...
Mercer Advisors Buys $660 Million RIA
Mercer Global Advisors Inc., a registered investment adviser, has acquired ClearRock Capital LLC, a wealth management firm headquartered in Sun Valley, Idaho with a...
Mercer Advisors Buys Los Angeles-Based RIA
Mercer Global Advisors Inc., a registered investment adviser, has purchased Argosy Wealth Management Inc., a wealth management firm located near Beverly Hills, California with...
Genstar-Backed Mercer Global Advisors Grows Northeast Presence with Latest Acquisition
Mercer Global Advisors Inc., a registered investment adviser with more than $16.5 billion in client assets, has purchased Regent Wealth Management Group, an RIA...
Genstar-Backed Mercer Global Advisors Buys $510 Million AUM Firm
Mercer Global Advisors Inc., a registered investment advisor backed by Genstar Capital, has purchased Jackson Financial Management Inc., a large wealth management firm located...
