Overview
Assets Under Management: $120 million
Headquarters: KINGWOOD, TX
High-Net-Worth Clients: 33
Average Client Assets: $2.7 million
Frequently Asked Questions
MTR FINANCIAL SERVICES, 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 #149078), MTR FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
MTR FINANCIAL SERVICES, LLC is headquartered in KINGWOOD, TX.
MTR FINANCIAL SERVICES, LLC serves 33 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, MTR FINANCIAL SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MTR FINANCIAL SERVICES, LLC manages $120 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, MTR FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.92%
Average Client Assets: $2.7 million
Total Client Accounts: 340
Discretionary Accounts: 340
Regulatory Filings
CRD Number: 149078
Filing ID: 2086493
Last Filing Date: 2026-03-30 08:51:24