MAR Financial

Overview

MAR Financial is a small, fee-based advisory firm focused on portfolio management for individuals, families and small businesses. The firm charges a percentage of assets under management and operates as a Limited Liability Company owned by an individual. MAR Financial concentrates client allocations primarily in publicly available pooled vehicles rather than direct security selection, and it does not identify as an active ESG investor. Its services are oriented to traditional wealth-management needs rather than institutional mandates or pension consulting. The firm reports solely discretionary advisory relationships, which suggests it implements and rebalances client portfolios on an ongoing basis. MAR Financial does not present itself as a capital allocator or a multi-state adviser, and it relies on third-party fund managers when accessing alternative investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices