MRM FINANCIAL ADVISORS, LLC

Overview

MRM Financial Advisors, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual/family clients and institutional clients, charging clients on a percentage-of-assets-under-management fee model. Advisory services include comprehensive financial planning and portfolio management for individuals, small businesses, and pooled investment vehicles. In addition to advisory work, the firm acts as an insurance broker and provides accounting services, and it takes sponsor/GP/managing-member roles for pooled investment vehicles it organizes. Investment activity skews toward pooled public funds and mutual funds for core portfolio exposure, while the firm also deploys a range of alternative strategies. MRM is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices