Best-in-State · rank 53 · Scottsdale, Arizona · listed firm: Mercer Advisors
Identity & firm
- Firm — Mercer Advisors (high)
- “firm: "Mercer Advisors"” — forbes_shook
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Book of business
- Team AUM ($M) — 1500 (high)
- “"Team Assets (Custodied)": "$1.5B"” — forbes_shook
- Account minimum ($M) — 5 (high)
- “"Minimum account size for new business": "$5M"” — forbes_shook
- Typical client net worth ($M) — gap: unclear_definition
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Positioning & marketing
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Visual brand
- Has distinct logo — gap: not_found_after_search
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