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MRA ADVISORY GROUP
14 Walsh Drive
Suite 302
Parsippany, New Jersey 07054
Tel: 844.672.7623
About MRA ADVISORY GROUP
MRA ADVISORY GROUP, formally registered with the SEC as MRA ADVISORY GROUP. The firm was established in 05/16/2017. They have over 5 offices throughout the country.
MRA ADVISORY GROUP is a Parsippany, New Jersey based Financial Planning firm with nearly $293,619,805 assets under management, offering retirement planning & investment advisory services to 401 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287933 |
| SEC# | 801-110363 |
| Assets Managed by Firm | $293,619,805 |
| No. of Clients | 401 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 401 | $293,619,805 |
| Individuals (other than high net worth individuals) | 361 | $223,533,613 |
| High net worth individuals | 35 | $68,815,705 |
| Pension and profit sharing plans | 5 | $1,270,487 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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