Overview
Assets Under Management: $214 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
MRM-HORIZON ADVISORS, LLC 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 #130585), MRM-HORIZON ADVISORS, LLC is subject to fiduciary duty under federal law.
MRM-HORIZON ADVISORS, LLC is headquartered in BOSTON, MA.
MRM-HORIZON ADVISORS, LLC serves 95 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, MRM-HORIZON ADVISORS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MRM-HORIZON ADVISORS, LLC manages $214 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, MRM-HORIZON ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 169
Discretionary Accounts: 154
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 130585
Last Filing Date: 2024-03-29 00:00:00
Website: https://mriver.com