$53.6M Total AUM
$53.6M Disc. AUM
-- 3Y CAGR
3 Employees
136 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-29-1995
- Office Locations
- 1
Office Locations
12444 Powerscourt Dr. Suite 350 ST Louis MO
About MRM Group
MRM Group is a state-registered RIA delivering tactical, quantitative bottom-up portfolio management for retail and institutional clients. The firm actively allocates across broad U.S. and international equity markets using ETFs (including its Dynamic Overlay flagship), and also offers U.S. dividend-focused and all-domestic equity strategies. The site highlights GIPS certification.
Team overview
-- AVG AGE
$53.6M AVG AUM / ADVISOR
$394.2K AVG AUM / CLIENT
30.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
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Asset Classes
Element Harbor summit Vector focus Glacier eagle
Client Personas
Horizon pathway
Investment Themes
Momentum Atlas
Investment Vehicles
Optima optima Foundation Radial
Platform
Timber catalyst Legacy
Services
Unison horizon Glacier oak Bridge focus Element north
Owner & Executives
R
ROBERT RAFAEL
Chief Compliance Officer, President
- CRD
- #370011
- Ownership
- 75% or more
(304) 472-9141
momentum.oak@peakcapital.com
in linkedin.com/in/pathway-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,613,862 | $259,144 |
| Non-Discretionary | $0 | -- |
| Total | $53,613,862 | $259,144 |
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Separately Managed Accounts
Total SMA Asset: $53,613,862
Public Funds:
19.1% Equity - Exchange:
28.6% Cash:
23.0% Other:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,701,710,877 | 19.1% |
| Equity - Exchange | $2,548,111,575 | 28.6% |
| Cash | $2,049,180,637 | 23.0% |
| Other | $2,610,477,942 | 29.3% |
| Total | $8,909,481,031 | 100.0% |