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MBR FINANCIAL
2000 West Loop South
Suite 1510
Houston, Texas 77027
Tel: 832-667-8787
About MBR FINANCIAL
MBR FINANCIAL, formally registered with the SEC as MBR FINANCIAL. The firm was established in 07/29/2013. They have over 1 offices throughout the country.
MBR FINANCIAL is a Houston, Texas based Financial Planning firm with nearly $784,283,749 assets under management, offering retirement planning & investment advisory services to 1357 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168333 |
| SEC# | 801-78364 |
| Assets Managed by Firm | $784,283,749 |
| No. of Clients | 1357 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1357 | $784,283,749 |
| Individuals (other than high net worth individuals) | 240 | $83,718,249 |
| High net worth individuals | 200 | $700,565,500 |
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