Timothy
Kallas
Mercer Global Advisors Inc
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About this Advisor
Timothy Kallas is a financial advisor who works in Walnut Creek, California with a total of 3 years of industry experience. Kallas is on the advisory team at Mercer Global Advisors Inc. Their career trajectory has included roles at Mercer Global Advisors Inc and Golub Group, LLC. Kallas has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Mercer Global Advisors Inc is a firm operating out of Denver, CO. The firm has offices in 80 locations and a total of 900 people on staff. It has $35 billion in assets among its 76,213 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 89 charities and foundations. Of its 76,213 customer accounts, 34% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors usually depend on which service is offered. Fees billed by Mercer Global Advisors Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mercer Global Advisors Inc Brokerage Details
$35,141,673,366
900
76,213
$461,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Timothy Kallas Work History
Timothy has been registered as a financial advisor for 3 years.*
Mercer Global Advisors Inc
Golub Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Kallas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mercer Global Advisors Inc
Denver, CO
Houston, TX
Atlanta, GA
New York, NY
Denver, CO
Vienna, VA
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Boulder, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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