MRA Advisory Group
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
FINTRXOverview
MRA Advisory Group is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual and family clients as well as institutional accounts, and its services combine financial planning, portfolio management for individuals and small businesses, and educational workshops. In addition to advisory work, the firm conducts business as an insurance broker, provides accounting services, and sells other financial products. Its fee model is mixed: traditional percentage-of-AUM billing alongside subscription and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser. Ownership is held by an individual principal.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$232M in ETFs
72%
$168M
27%
$64M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD EUROPEAN STOCK INDEX FUND (VGK) | Vanguard | Passive | Europe Stock | $17.6M | 198,329 | 7.57% |
Location
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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