MRM Group

RIASEC RegisteredEst. 1988

Total AUM

$56.1M

Discretionary

$56.1M

100% of AUM

Avg account

$392K

Accounts

143

Employees

3

Advisory reps

1

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 110898
Registered since: October 14, 1988
Website: www.mrminv.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals41.12%
HNWI36.06%
Other22.56%
Charitable Organizations0.26%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

MRM Group operates as an independent, SEC-registered RIA organized as a corporation and operating since 1988. The firm is owned by an individual and focuses on individual and family clients, delivering advisory services on a percentage-of-AUM fee basis. Its registered advisory activities emphasize portfolio management for individuals and small businesses as well as for businesses or institutional clients. MRM Group is a multi-state adviser, does not identify as an active ESG investor, and does not serve as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds68%
Exchange Traded Equities29%
Other2%
Cash & Cash Equivalents1%

Contacts

1 of 1

Robert Rafael
President and Portfolio ManagerCRD 370011

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: Saint Louis
Address: 12444 Powerscourt Dr
Time zone: CT (UTC-6)
Office locations

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