M
$22.2M Total AUM
$22.2M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
0 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- CrestPrime +more
- Established Date
- 11-17-2025
- Office Locations
- 1
Office Locations
-- Lake Oswego OR
About MAR Financial
MAR Financial is a Lake Oswego-based RIA. The firm has been operating for 0 years. Managing $22.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$22.2M AVG AUM / ADVISOR
$584.5K AVG AUM / CLIENT
0.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Focus timber Glacier
Client Personas
Signal bridge
Custodian
Catalyst Unison Prime beacon
Investment Themes
Matrix meridian Catalyst Peak horizon
Investment Vehicles
Legacy
Platform
Wave value North
Services
Glacier glacier Capital Matrix Ridge Eagle peak Glacier Vector prime Crest
Technology
Insight Element harbor Pathway element
Owner & Executives
MARK ALAN RENARD
Chief Compliance Officer, Managing Member
- CRD
- #4238541
- Ownership
- 75% or more
(435) 295-7126
quantum.prime@atlascapital.com
in linkedin.com/in/vector-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,209,872 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,209,872 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,209,872
Public Funds:
6.9% Equity - Exchange:
5.5% Cash:
16.6% Municipal Bonds:
20.8% U.S. Government/Agency:
11.8% Equity - OTC:
17.5% Other:
13.1% Private Funds:
7.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $517,967,169 | 6.9% |
| Equity - Exchange | $412,872,381 | 5.5% |
| Cash | $1,246,123,914 | 16.6% |
| Municipal Bonds | $1,561,408,278 | 20.8% |
| U.S. Government/Agency | $885,798,927 | 11.8% |
| Equity - OTC | $1,313,684,849 | 17.5% |
| Other | $983,386,944 | 13.1% |
| Private Funds | $585,528,104 | 7.8% |
| Total | $7,506,770,566 | 100.0% |