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. Hourly charges are usually charged for consulting work and special projects. 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.