Mercer Advisors Acquires Sanford Advisory Services, LLC
May 4, 2022
Mercer Global Advisors, Inc. has acquired Sanford Advisory Services, LLC, a Portage, Michigan-based wealth management firm managing approximately $1.1 billion in AUM/A and serving about 1,100 clients. The Sanford team of ten professionals, including founders Todd Sanford, Scott Williams and Brent Kerstetter, will join Mercer as the firm expands its Central U.S. presence.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- Sanford Advisory Services, LLC
- Industry
- Wealth Management
- Location
- Michigan, United States
- Transaction Type
- Buyout
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