$181.7M Total AUM
$181.7M Disc. AUM
10.4% 3Y CAGR
2 Employees
73 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2004
- Office Locations
- 1
Office Locations
-- Irvine CA
About MRD, Inc.
MRD, Inc. is a Irvine-based RIA. The firm has been operating for 22 years. Managing $181.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$181.7M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
22 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
MICHAEL DEKOVNER
Chief Compliance Officer, Director, Owner, President
- CRD
- #2134948
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,702,390 | $683,092 |
| Non-Discretionary | $0 | -- |
| Total | $181,702,390 | $683,092 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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