Mercer Advisors Acquires Mallard Financial Partners, Inc.
07/06/23, 12:05 PM
Location
denverIndustry
financial services
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Mallard Financial Partners, Inc., (hereinafter "Mallard"). Mallard is a comprehensive wealth management firm located in Newark, Delaware. Mallard was founded in 1996 by Paul Baumbach, CFA®, who currently co-manages the firm along with Joe Daigle, CEO, CFEI. Mallard's strong team of advisors and service professionals serve over 200 clients with assets under management ("AUM") of approximately $180 million.
Company Info
Location
Denver, Colorado, United States
Company info
Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with $56 billion in client assets.