M
$33.2M Total AUM
$33.2M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge
- Established Date
- 09-18-2002
- Office Locations
- 1
Office Locations
1004 MO-PAC Circle #100 Austin TX
About MTR Advisory Services, Inc.
MTR Consulting Services provides strategic consulting to executives and organizations, supporting leadership advising, program and organizational development, strategic planning, management assessments, and facilitation of retreats and stakeholder engagement. Led by president Marta T. Rosa, the firm also advises professionals navigating career transitions. Based in Austin, TX.
Team overview
-- AVG AGE
$33.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Custodian
Atlas Prime Glacier
Investment Vehicles
Focus
Services
Oak Matrix Ridge insight
Technology
Vertex
Owner & Executives
M
MATTHEW THOMAS READING
President
- CRD
- #2119626
- Ownership
- 75% or more
(690) 231-4533
eagle.eagle@vertexcapital.com
in linkedin.com/in/summit-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,246,330 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,246,330 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,246,330
Equity - Exchange:
8.2% Equity - OTC:
31.7% U.S. Government/Agency:
35.7% Cash:
24.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $273,288,173 | 8.2% |
| Equity - OTC | $1,056,492,084 | 31.7% |
| U.S. Government/Agency | $1,189,803,388 | 35.7% |
| Cash | $813,198,955 | 24.4% |
| Total | $3,332,782,600 | 100.0% |