Mercer William M Investment Consulting Inc (Chicago)

Mercer William M Investment Consulting Inc is a large advisory firm based in Chicago. It manages $219 billion of regulatory assets for 574 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, California, Colorado, and 9 other states.

Mercer William M Investment Consulting provides portfolio management for businesses and institutional clients and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mercer William M Investment Consulting: assets under management

The assets under management (AUM) of Mercer William M Investment Consulting Inc is $219 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mercer William M Investment Consulting Inc for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mercer William M Investment Consulting Inc

Timothy John Lynch has been acting as President since 1 Dec 1993. Jeffery John Schutes joined the executive team most recently as the Steering Committee Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. William M. Mercer	Shareholder	1 Feb 1984	75% - 100%	61-0519959
Timothy John Lynch	Director	1 Dec 1993	Other	3019285
Ram Mohan	Cfo & director	1 Dec 1993	Other	3019289
Terry Alan Dennison	Steering committee member	1 Dec 1993	Other	2438626
John Michael Dickson	Steering committee member	1 Dec 1993	Other	1121715
James Richard Hiner	Steering committee member	1 Dec 1993	Other	1021327
Andrew Charles Louis Dyson	Steering committee member	1 Dec 1993	Other	4340265
William Clyde Fagan	Secretary	1 Dec 1996	Other	2315162
Asghar E. Alam	President	1 Sep 1999	Other	4340315
Susan J. Velleman	Director	1 Dec 1999	Other	4340319
Brad Alan Blalock	Steering committee member	1 Dec 1999	Other	2973154
John Greig Davis	Chief compliance officer	1 Jan 2000	Other	2376248
Ravi Venkataraman	Steering committee member	1 May 2000	Other	4036951
Jeffery John Schutes	Steering committee member	1 Jan 2001	Other	2509555

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William M. Mercer Companies Llc	Shareholder	1 Feb 1984	75% - 100%	13-4001405
Inc Mercer Consulting Group	Shareholder	1 Feb 1984	75% - 100%	13-3637227
Inc Marsh & Mclennan Companies	Shareholder	1 Feb 1984	75% - 100%	36-2668272

Based in Chicago

The principal office where Mercer William M Investment Consulting Inc performs its advisory services is located at 10 South Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-902-7500 or by fax 312-902-7498. The normal business hours are 9:00 am to 5:00 pm cst on Monday - Friday.