Mercer Global Advisors said it has acquired Sage Future Financial, a $100 million registered investment advisor based in Albuquerque, N.M., that serves approximately 45 households.
The addition augments Mercer’s presence in the Southwest; it has three offices in Texas and another in Arizona, bringing the Denver company’s total office count to 44 and total assets under management to over $16.5 billion.
Sage was founded by Donna Skeels Cygan, who has over 20 years of industry experience. She has authored a book entitled The Joy of Financial Security.
Want The Daily Brief delivered directly to your inbox? Sign up for WealthManagement.com's Morning Memo newsletter.
0 comments
Hide comments