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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