Overview
Assets Under Management: $522 million
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 324
Average Client Assets: $1.2 million
Frequently Asked Questions
M&R CAPITAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110472), M&R CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
M&R CAPITAL MANAGEMENT INC is headquartered in SUMMIT, NJ.
M&R CAPITAL MANAGEMENT INC serves 324 high-net-worth clients according to their SEC filing dated February 23, 2024. View client details ↓
According to their SEC Form ADV, M&R CAPITAL MANAGEMENT INC offers financial planning and portfolio management for individuals. View all service details ↓
M&R CAPITAL MANAGEMENT INC manages $522 million in client assets according to their SEC filing dated February 23, 2024.
According to their SEC Form ADV, M&R CAPITAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 324
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.45%
Average Client Assets: $1.2 million
Total Client Accounts: 513
Discretionary Accounts: 497
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 110472
Filing ID: 1830104
Last Filing Date: 2024-02-23 10:49:00