MR Advisors, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds56%
- Cash & Cash Equivalents31%
- Exchange Traded Equities9%
- Other5%
Contacts
1 of 1Mark Reiner
Managing MemberCRD 839876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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