MTR FINANCIAL SERVICES, LLC

Overview

MTR Financial Services, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-assets basis and for some work on an hourly basis. FINTRX flags the firm as not actively incorporating ESG criteria and not operating as a multi-state adviser or capital allocator. MTR was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Investments & Alternatives