Mrd, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 111227
- Registered since
- May 3, 2022
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.25%
- Individuals9.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mrd, Inc. is a corporation that registered with the SEC in 2022 and is owned by an individual. The firm provides fee-based portfolio management to individuals, families and small business owners, charging a percentage of assets under management. Its client base is focused on private clients rather than institutions; the adviser does not identify as an active ESG investor, is not a multi-state adviser per its filing, and does not operate as a pension consultant or related adviser.
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 Funds64%
- Exchange Traded Equities11%
- Cash & Cash Equivalents10%
- US Government Bonds9%
- Other6%
Owners & executives
1 of 1Michael Dekovner
President and Chief Compliance OfficerCRD 2134948
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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