Mercer Advisors likes Denver better than East Beach
By Staff Report / Friday, March 1st, 2019 / Banking & Finance, Latest news, Nonprofits, South Coast, West Ventura County / Comments Off on Mercer Advisors likes Denver better than East Beach
This article is only available to Business Times subscribers Subscribers: LOG IN or REGISTER for complete digital access. Not a Subscriber? SUBSCRIBE for full access to our weekly newspaper, online edition and Book of Lists. Check the STATUS of your Subscription Account.
Mercer Advisors acquires Duckworth Wealth Advisors
By Staff Report / Monday, February 13th, 2017 / Latest news, Personal Finance / Comments Off on Mercer Advisors acquires Duckworth Wealth Advisors
Santa Barbara-based investment firm Mercer Advisors acquired Duckworth Wealth Advisors in Newport Beach, the company announced Feb. 13. Mercer acquired Duckworth and its $160 million in client assets for an undisclosed price, creating a combined company with more than $9.6 billion and 6,400 clients nationwide. Duckworth offers investment management, financial planning, estate and tax planning Read More →