BMR GLOBAL WEALTH MANAGEMENT GROUP, INC.
Firm details
- Headquarters
- MELBOURNE, Florida
- CRD number
- 149417
- Website
- www.bmrglobalwealth.com
- Custodians
- PERSHING LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BMR Global Wealth Management Group, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm’s advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. It charges clients using a mix of AUM-based fees, hourly billing, and other fee arrangements. Filings indicate the adviser is not a capital allocator and does not position itself as an active ESG investor or a multi-state advisor.
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 Funds97%
- Cash & Cash Equivalents3%
Contacts
1 of 1RITA MEDAGLIO-BARRERA
PresidentCRD 2592433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MELBOURNE, FL
BREVARD
Location
MELBOURNE, FL
Headquartered in MELBOURNE, FL, in the South of the United States.
- Region
- South
- County
- BREVARD
- Address
- 3270 Suntree Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MCCLOSKEY & ASSOCIATES, P.A.
RIAMELBOURNE, FL
JACKSON FINANCIAL, INVESTMENT & RETIREMENT SERVICES, INC.
RIAMELBOURNE, FL
INVESTMENT MANAGEMENT SERVICES GROUP, LLC
RIAMELBOURNE, FL
PROVERBI CAPITAL ADVISORS, LLC
RIAMELBOURNE, FL
SOUND FINANCIAL SOLUTIONS LLC
RIAMELBOURNE, FL
VALUENGINE CAPITAL MANAGEMENT LLC
RIAMELBOURNE, FL