William M. Mercer Investment Consulting, Inc. (Chicago)

William M. Mercer Investment Consulting, Inc. is a large advisory firm based in Chicago. It manages $225 billion of regulatory assets for 478 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

William M. Mercer 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.

William M. Mercer Investment Consulting: assets under management

The assets under management (AUM) of William M. Mercer Investment Consulting, Inc. is $225 billion. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay William M. Mercer Investment Consulting, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at William M. Mercer Investment Consulting, Inc.

Timothy John Lynch has been acting as President since 1 Dec 1993. Brian Lynch Collins 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
Inc. Mercer Human Resource Consulting	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
William Clyde Fagan	Secretary	1 Dec 1996	Other	2315162
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
Barry Sean Mclnerney	President	1 Apr 2001	Other	4379798
Barry Sean Mcinerney	President	1 Apr 2001	Other	4379798
Terry Alan Dennison	Chief compliance officer & steering committee member	1 Jun 2001	Other	2438626
Brian Lynch Collins	Steering committee member	1 Dec 2001	Other	4006006

Indirect Owners

The SEC currently registers 4 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
Mercer Human Resource Consulting Llc	Shareholder	1 Feb 1984	75% - 100%	13-4001405

Based in Chicago

The principal office where William M. Mercer 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.