MRM Group

RIAState 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 is an independent, privately owned advisory firm that manages portfolios for individual and family clients while also providing portfolio management services to small businesses and other institutional clients. The firm charges fees based on a percentage of assets under management and operates as a multi-state adviser with registrations in Kansas, Missouri and Texas. Investment policy does not emphasize ESG considerations, and the firm does not position itself as a capital allocator.

Assets & Accounts

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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