Katherine
Parrish

Mercer Global Advisors Inc

CRD#1071986
Investment Advisor
in Denver, CO

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About this Advisor

Katherine Parrish is a financial advisor based out of Denver, Colorado with a total of 1 year of relevant experience. Parrish is on the advisory team at Mercer Global Advisors Inc. Throughout their career, they have worked at Parrish & Company Private Wealth Management, LLC, Precipio Wealth Management LLC and Mercer Global Advisors. Parrish holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Virginia. Mercer Global Advisors Inc is a financial advisory business based in Denver, CO. It has offices in 80 locations and a total of 900 financial advisors. It handles $35 billion in total assets between its 76,213 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 89 charitable organizations. Of its 76,213 client accounts, 34% belong to high-net-worth clients who have at least $1 million in investable assets. Mercer Global Advisors Inc has a number 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. Financial management fee schedules vary depending on which services are provided. Fee types billed by Mercer Global Advisors Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 17Th Street Suite 500
Denver, CO 80202

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management

$35,141,673,366

CO Average: $2,349,664,866
Total Number of Employees

900

CO Average: 28
Total Number of Accounts

76,213

CO Average: 1,101
Average Account Size

$461,098

CO Average: $2,134,119

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

Katherine Parrish Work History

Katherine has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Mercer Global Advisors

2009 - 2013 (4 years)

Parrish & Company Private Wealth Management, LLC

2009 - 2021 (12 years)

Precipio Wealth Management 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 Katherine Parrish 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

Timothy Kallas
Walnut Creek, CA
Eric Frampton
Walnut Creek, CA
John Walker
Denver, CO
Melissa Dresnok
Denver, CO
Chanelle Van Pelt
Santa Barbara, CA
Kristen Comeau
Denver, CO
Justin Shane
Santa Barbara, CA
Ricky Gibson
Vienna, VA

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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