Korina
Kaio-Maddox

Mercer Global Advisors Inc

CRD#7125057
Investment Advisor
in Denver, CO

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About this Advisor

Korina Kaio-Maddox is a financial advisor working in Denver, Colorado with a total of 1 year of relevant experience. Kaio-Maddox is an advisor for Mercer Global Advisors Inc. Throughout their career, Kaio-Maddox has worked at Mercer Global Advisors Inc, Sigma Investment Management Co, Campfire Columbia, College Possible and Insights Global. Kaio-Maddox holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Oregon. Mercer Global Advisors Inc is a registered investment company based out of Denver, CO. The firm has offices in 80 locations and a total of 900 people on staff. It administers $35 billion in assets among its 76,213 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 89 charities and foundations. Of its 76,213 accounts, 34% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers 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. A financial advisor's fee schedules largely are based on which services are offered. Fees charged by Mercer Global Advisors Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

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

Korina Kaio-Maddox Work History

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

2022 - Present (2 years)

Mercer Global Advisors Inc

2019 - 2022 (3 years)

Mercer Global Advisors Inc

2018 - 2019 (1 year)

Mercer Global Advisors Inc

2017 - 2018 (1 year)

Sigma Investment Management Co

2016 - 2017 (1 year)

Sigma Investment Management Co

2015 - 2016 (1 year)

Campfire Columbia

2013 - 2015 (2 years)

College Possible

2013 - 2013 (< 1 year)

Insights Global

*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 Korina Kaio-Maddox 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

Nicholas Campbell
Atlanta, GA
John Walker
Denver, CO
Rudolph Brandes
Denver, CO
Eric Frampton
Walnut Creek, CA
Li Huang
New York, NY
Tabetha Meier
Denver, CO
Ricky Gibson
Vienna, VA
Chanelle Van Pelt
Santa Barbara, CA

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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