MRA ADVISORY GROUP

RIASEC RegisteredEst. 2017
Total AUM
$361M
Discretionary
$348M
96% of AUM
Avg account
$181K
Accounts
1,993
Employees
13
Advisory reps
8

Firm details

Headquarters
SARASOTA, Florida
CRD number
287933
Registered since
May 16, 2017
Website
mraadvisory.us
Custodians
RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • HNWI71.19%
  • Individuals28.5%
  • Pension & Profit Sharing Plans0.31%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MRA Advisory Group is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves individual and family clients as well as institutional relationships, combining financial planning, portfolio management for individuals and small businesses, and educational workshops. Its business mix includes insurance brokerage and other financial-product distribution alongside accounting services, which suggests an integrated advice model that blends planning, insurance solutions, and investment management. Fee arrangements span percentage-of-AUM billing as well as subscription and fixed-fee engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 24%, Cash & Cash Equivalents 4%, Other 3%, Investment Grade Corp Bonds 2%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents4%
  • Other3%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2

  • ADAM ANDERSON

    CEO & Managing PartnerCRD 4961120

  • MARCO LIMA

    CEO & Wealth AdvisorCRD 4679582

Contacts

3 of 6

  • ALISON COGAN

    Director of Tax ServicesCRD 6395327

  • PAUL PLEMENOS

    DirectorCRD 2193190

  • ELIZABETH WAHLIG

    DirectorCRD 6135134

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 57

Active vs passive

$213M in ETFs

Passive

71%

$150M

Active

29%

$62.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD EUROPEAN STOCK INDEX FUND (VGK)VanguardPassiveEurope Stock$15.9M192,7897.47%
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Location

Primary office

SARASOTA, FL

SARASOTA

Location

SARASOTA, FL

Headquartered in SARASOTA, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
SARASOTA
Address
2639 Fruitville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth