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 is structured as an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm provides portfolio management focused on individuals and small businesses and is compensated through a mix of assets-under-management fees and hourly charges. MR Advisors does not self-identify as a capital allocator, does not position itself as an ESG investor, and its filings do not indicate multi-state registration, pension consulting, or related-adviser relationships.
Assets & Accounts
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
- 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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