Mra Advisory Group
Mra Advisory Group is an SEC-registered mass-market adviser in Sarasota, FL with $361.3M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Mra Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287933, SEC 801-110363, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $361.3M (2026-04-22)
- Firm type
- Mass-Market Adviser
- Location
- Sarasota, FL
- Employees
- 13
- Clients
- 504
- CRD
- 287933
- Ownership
- LIMA, MARCO; ANDERSON, ADAM, CHARLES; WELS, ANDREW, CRAIG; Leaton, Kathy
How much AUM does Mra Advisory Group have?
Mra Advisory Group reported $361.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Mra Advisory Group?
Disclosed owners and executives of Mra Advisory Group include LIMA, MARCO, ANDERSON, ADAM, CHARLES, WELS, ANDREW, CRAIG, Leaton, Kathy. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.