MRA Advisory Group
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 287933
- Registered since
- May 16, 2017
- Website
- mraadvisory.us
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- HNWI71.19%
- Individuals28.5%
- Pension & Profit Sharing Plans0.31%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
MRA Advisory Group is an independent, LLC-structured registered investment adviser that has been SEC registered since 2017. The firm is owned by an individual and serves a mix of individual/family clients and institutional relationships. Its service suite includes financial planning, portfolio management for individuals and small businesses, and educational seminars, and it also operates in related activities as an insurance broker, an accountant, and a seller of other financial products. Fee arrangements include percentage-of-AUM, subscription, and fixed-fee models. MRA does not position itself as a capital allocator and does not pursue active ESG investing.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds67%
- Exchange Traded Equities24%
- Cash & Cash Equivalents4%
- Other3%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
Adam Anderson
CEO & Managing PartnerCRD 4961120
Marco Lima
CEO & Wealth AdvisorCRD 4679582
Contacts
3 of 6
Elizabeth Wahlig
DirectorCRD 6135134
Alison Cogan
Director of Tax ServicesCRD 6395327
Joseph Verile
Operations Manager / Financial AdvisorCRD 6638580
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$230M in ETFs
64%
$146M
36%
$83.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND) | PIMCO | Active | Intermediate Core Plus Bond | $17M | 195,843 | 7.42% |
Location
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 2639 Fruitville Rd
- Time zone
- ET (UTC-5)
- Office locations
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