CRD: 149417
BMR Global Wealth Management Group, Inc.
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- Custodian
- Altruist · Pershing · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-24-2009
- Office Locations
- 1
Office Locations
About BMR Global Wealth Management Group, Inc.
BMR Global Wealth Management Group is a boutique RIA led by Rita Medaglio-Barrera, CDFA and collaborative divorce financial professional. The firm delivers holistic financial planning and investment management—retirement, estate, wealth preservation, and insurance/annuity planning—for individuals and families, with a specialty in clients navigating divorce or separation across Florida and New York.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RITA ANTOINETTE MEDAGLIO-BARRERA
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2592433
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,054,062 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,054,062 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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