D-Merc Services
Firm details
- Headquarters
- Lakewood, Colorado
- CRD number
- 292310
- Registered since
- April 23, 2019
Firm profile
FINTRXOverview
D-Merc Services is organized as a limited liability company that registered with the SEC in 2019. FINTRX lists ownership as a combination of a domestic entity and an individual and does not assign the firm to a specific advisory classification. The profile flags the firm as not being a capital allocator and not an active ESG investor. It is not identified as a multi-state adviser, a pension consultant, or a related adviser. The FINTRX record for D-Merc Services contains minimal operational detail: line items for client base, fee structure, business activities and specific advisory services are not populated in the profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Lori Sarian
Managing Partner and Chief Compliance OfficerCRD 1870394
Contacts
1 of 1Jacqueline Sloan Nowak
FinOpCRD 2717305
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lakewood, CO
Jefferson
Location
Lakewood, CO
Headquartered in Lakewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Jefferson
- Address
- 375 Balsam St
- Time zone
- MT (UTC-7)
- Office locations
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