Mercer Advisors acquires $240 million RIA

Mercer Advisors acquires $240 million RIA
AFI Wealth Strategies is based in Green Bay, Wisconsin, and serves 220 clients.
JUN 23, 2021

Mercer Global Advisors, a Denver, Colorado-based registered investment adviser managing $31 billion, has acquired A. Farah Investments, an RIA firm managing $240 million in Green Bay, Wisconsin.

The firm, which serves 220 clients, does business as AFI Wealth Strategies. Andrew E. Farah, the firm’s founder, and his team will be joining Mercer.

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