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FIRM PROFILE
Overview
D-MERC SERVICES is located at 375 Balsam St, Lakewood, CO 80226 and was first established at Denver, Colorado in 12/18/2017. After operating for 8 years, D-MERC SERVICES has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of D-MERC SERVICES’s clients are individuals and 0% of their clients are high net worth individuals. D-MERC SERVICES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at D-MERC SERVICES are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access D-MERC SERVICES‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at D-MERC SERVICES. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for D-MERC SERVICES Comes From
Understanding the Statistics for D-MERC SERVICES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
375 Balsam St, Lakewood, CO 80226
375 Balsam St, Lakewood, CO 80226
Small
(303) 250-5923
Colorado since 12/18/2017
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| MORE COWBELL LLC | SHAREHOLDER | ||
| SARIAN, LORI CATES | MANAGING PARTNER, CEO, CCO | 1870394 |
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Advisor's working at D-MERC SERVICES
Nancy Regan Wilson
Lori Cates Sarian
Thomas Dudenhoefer
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