MRA Advisory Group

RIASEC Registered

Total AUM

$361M

Discretionary

$348M

96% of AUM

Avg account

$181K

Accounts

1,993

Employees

Advisory reps

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, LLC-structured registered investment adviser that has been SEC registered since 2017. The firm is owned by an individual and serves a mix of individual/family clients and institutional relationships. Its service suite includes financial planning, portfolio management for individuals and small businesses, and educational seminars, and it also operates in related activities as an insurance broker, an accountant, and a seller of other financial products. Fee arrangements include percentage-of-AUM, subscription, and fixed-fee models. MRA does not position itself as a capital allocator and does not pursue active ESG investing.