Mercer William M Investment Consulting Inc (Chicago)
Mercer William M Investment Consulting Inc is a large advisory firm based in Chicago. It manages $219 billion of regulatory assets for 574 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, California, Colorado, and 9 other states.
Mercer William M Investment Consulting provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Mercer William M Investment Consulting: assets under management
The assets under management (AUM) of Mercer William M Investment Consulting Inc is $219 billion. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Mercer William M Investment Consulting Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Mercer William M Investment Consulting Inc
Timothy John Lynch has been acting as President since 1 Dec 1993. Jeffery John Schutes joined the executive team most recently as the Steering Committee Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Chicago
The principal office where Mercer William M Investment Consulting Inc performs its advisory services is located at 10 South Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-902-7500 or by fax 312-902-7498. The normal business hours are 9:00 am to 5:00 pm cst on Monday - Friday.
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