M
CRD: 155796
MR Advisors, LLC
Cresskill, NJ
2012666428
$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Stifel · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-15-2010
- Office Locations
- 1
Office Locations
-- Cresskill NJ
About MR Advisors, LLC
MR Advisors, LLC is a Cresskill-based RIA. The firm has been operating for 15 years. Managing $14.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Vital quantum Wave Ridge
Investment Themes
Catalyst
Investment Vehicles
Ember
Services
Optima focus Meridian horizon Beacon matrix Harbor Ember
Owner & Executives
M
MARK KENNETH REINER
Chief Compliance Officer, Managing Member, Senior Vice President
- CRD
- #839876
- Ownership
- 75% or more
(894) 429-9863
peak.capital@summitcapital.com
in linkedin.com/in/eagle-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,207,183 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,207,183 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,207,183
U.S. Government/Agency:
27.0% Cash:
24.3% Equity - Exchange:
20.6% Other:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $743,306,301 | 27.0% |
| Cash | $668,975,671 | 24.3% |
| Equity - Exchange | $567,115,178 | 20.6% |
| Other | $773,589,149 | 28.1% |
| Total | $2,752,986,299 | 100.0% |