Mrd, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 111227
- Registered since
- May 3, 2022
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.25%
- Individuals9.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mrd, Inc. is an independent, owner-operated registered investment adviser that focuses on fee-based portfolio management for individuals, families and small businesses. The firm registered with the SEC in 2022 and operates on a percentage-of-AUM fee model. Its advisory activity is concentrated on discretionary portfolio management rather than pension consulting or multi-state institutional mandates. Mrd, Inc. does not describe itself as an active ESG investor and relies on external managers rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds69%
- Exchange Traded Equities12%
- Cash & Cash Equivalents9%
- Other5%
- US Government Bonds4%
Owners & executives
1 of 1Michael Dekovner
President and Chief Compliance OfficerCRD 2134948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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