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MRA ASSOCIATES
PHOENIX, AZ
602-468-1232
SEC #801-71045Total AUM
$2.6B
Employees
56Clients
670Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3200 E. CAMELBACK ROAD
#300
PHOENIX
AZ 85018
United States
#300
PHOENIX
AZ 85018
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
602-468-1232
Other Offices
2
Financials
Total AUM
$2.6B
Accounts
2,424Discretionary
$1.7B
Accounts
1,603Non-Discretionary
$901.2M
Accounts
821
Clients
Individual Clients
311AUM
$108.2M
HNW Individual Clients
302AUM
$1.4B
Pooled Vehicle Clients
6AUM
$232.4M
Pension/Profit Sharing Plan Clients
14AUM
$47.6M
Charitable Organization Clients
20AUM
$741.6M
Corporation or Business Clients
17AUM
$128.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Felony ConvictionLicense Revocation/Suspension
State Registrations
AZCACOILMNNHNVNYOHTXUTWA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.