Overview
Assets Under Management: $2.4 billion
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 267
Average Client Assets: $4.9 million
Frequently Asked Questions
MRA ASSOCIATES 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 #152734), MRA ASSOCIATES is subject to fiduciary duty under federal law.
MRA ASSOCIATES is headquartered in PHOENIX, AZ.
MRA ASSOCIATES serves 267 high-net-worth clients according to their SEC filing dated June 04, 2018. View client details ↓
According to their SEC Form ADV, MRA ASSOCIATES offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MRA ASSOCIATES manages $2.4 billion in client assets according to their SEC filing dated June 04, 2018.
According to their SEC Form ADV, MRA ASSOCIATES serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 267
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.34%
Average Client Assets: $4.9 million
Total Client Accounts: 2,022
Discretionary Accounts: 1,361
Non-Discretionary Accounts: 661
Regulatory Filings
CRD Number: 152734
Filing ID: 1218181
Last Filing Date: 2018-06-04 18:27:00