Mercer Advisors Acquires Mark D. Cunningham, A Sole Proprietorship, Expanding Mercer Advisors' Texas Presence
Mercer Advisors Acquires Mark D. Cunningham, A Sole Proprietorship, Expanding Mercer Advisors' Texas Presence
11/01/22, 11:53 AM
Location
Industry
financial services
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Mark D. Cunningham, a sole proprietorship affiliated with Raymond James (hereinafter "Cunningham"). Cunningham, a respected wealth management firm located in Bellaire Texas, serves clients with assets under management (AUM) of approximately $360 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.