MRM GROUP

RIASEC RegisteredEst. 1988

Total AUM

$53.6M

Discretionary

$53.6M

100% of AUM

Avg account

$380K

Accounts

141

Employees

Advisory reps

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: Individuals43.56%
HNWI35.69%
Other20.52%
Charitable Organizations0.24%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mrm Group operates as a corporation and has been registered with the SEC since 1988. The firm primarily serves individual and family clients, offering portfolio management services for both individuals and small businesses, as well as for larger institutions. Mrm Group follows a fee structure based on a percentage of assets under management (AUM). The firm does not engage in capital allocation activities and is not classified as an ESG investor. It operates across multiple states and has a client base that reflects a focus on personalized investment management.