MR Advisors, LLC

RIASEC Registered
Total AUM
$14.2M
Discretionary
$14.2M
100% of AUM
Avg account
$1.6M
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
155796
Custodians
STIFEL NICOLAUS & CO., INC., UBS FINANCIAL SERVICES INC., INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

MR Advisors, LLC operates as a small investment adviser focused on portfolio management for individuals and small businesses. The firm tilts heavily toward fixed-income allocations, with an explicit preference for U.S. government bonds, and structures client billing as a percentage of assets under management plus the option for hourly charges. MR Advisors is not an active ESG investor and does not identify as a multi-state or pension consultant adviser. It relies on third‑party managers for alternative exposures rather than acting as a capital allocator itself. Investment activity centers on conservative, income-oriented strategies supplemented by external alternative managers. Given the firm’s account size profile and custody relationships across multiple custodians, it appears to serve a concentrated client base with customized separately managed accounts rather than large-scale retail or institutional programs.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 56%, Cash & Cash Equivalents 31%, Exchange Traded Equities 9%, Other 5%56%
  • US Government Bonds56%
  • Cash & Cash Equivalents31%
  • Exchange Traded Equities9%
  • Other5%

Contacts

1 of 1
  • Mark Reiner

    Managing MemberCRD 839876

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth