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MRA ADVISORY GROUP
SARASOTA, FL
844.672.7623
SEC #801-110363Total AUM
$361.3M
Employees
13Clients
504Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2639 FRUITVILLE RD
SUITE 103
SARASOTA
FL 34237
United States
SUITE 103
SARASOTA
FL 34237
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
844.672.7623
Other Offices
5
Financials
Total AUM
$361.3M
Accounts
1,993Discretionary
$347.7M
Accounts
1,754Non-Discretionary
$13.6M
Accounts
239
Clients
Individual Clients
372AUM
$103M
HNW Individual Clients
125AUM
$257.2M
Pension/Profit Sharing Plan Clients
7AUM
$1.1M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestySEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLKYNCNJNYPATXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.