Mitchell
Windemuller

Mercer Global Advisors Inc

CRD#7175968
Investment Advisor
in Denver, CO

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About this Advisor

Mitchell Windemuller is a financial advisor based in Denver, Colorado, working with Mercer Global Advisors Inc. Mitchell has previously held positions at Colorado State University, Broadridge Financial Solutions, Mercer Global Advisors Inc, Rib City Grill, and Mercer Global Advisors. Mitchell has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Mitchell is part of Mercer Global Advisors Inc, which operates out of Denver, Colorado. The firm has 83 offices and 1,020 employees. The firm manages assets totaling $45.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mercer Global Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

$45,350,198,548

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

1,020

CO Average: 28
Total Number of Accounts

86,945

CO Average: 1,101
Average Account Size

$521,596

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

Mitchell Windemuller Work History

2022 - Present (2 years)

Mercer Global Advisors

2019 - 2022 (3 years)

Mercer Global Advisors Inc

2017 - 2019 (2 years)

Broadridge Financial Solutions

2013 - 2017 (4 years)

Colorado State University

2011 - 2017 (6 years)

Rib City Grill

Disclosures

Please visit the SEC profile of Mitchell Windemuller 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

Kevin Dillon
Wayne, PA
David Haman
Wayne, PA
Harold Minton
Houston, TX
James Telfer
Denver, CO
Brett Thomas
Dallas, TX
Parshad Singh
Denver, CO
Mendim Gecaj
New York, NY
Aaron Bauer
Appleton, WI

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