MRA ADVISORY GROUP
Latest filing: Apr 09, 2025 (80 days ago)
AUM
$293,619,805
19% change vs. 1 year ago
37% change vs. 3 years ago
108% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
12
-20% change vs. 1 year ago
-25% change vs. 3 years ago
-20% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
PARSIPPANY, NJ
14 WALSH DRIVE, PARSIPPANY, NJ, UNITED STATES, 7054
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 361 | $0.2 |
| Average Individual AUM | $619,207 | |
| HNW | 35 | $0.1 |
| Average HNW AUM | $1,966,163 | |
| Retail Total | 396 | $0.3 |
| Average Retail AUM | $738,256 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES, INC. | ST. PETERSBURG-FL-USA | $0.1 |
| CHARLES SCHWAB & CO., INC. ADVISOR SERVICES | SAN FRANCISCO-CA-USA | $0.0 |
| PONTERA | NEW YORK-NY-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 29% | $0.1 |
| Equity Non-Exch | 1% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 57% | $0.2 |
| Other Pools | 1% | $0.0 |
| Cash | 4% | $0.0 |
| Other | 5% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MRA CAPITAL PARTNERS GP | $0.0 | - | |
| MRA TAX SERVICES, LLC | $0.0 | accountancy | - |
| MRA CAPITAL MANAGEMENT | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ALISON COGAN | PARSIPPANY | NJ | S66|2016-11-15 | ||||||
| JONATHAN DEBRITO | PARSIPPANY | NJ | S65|2023-07-24 | ||||||
| JOSEPH DIBERNARDO | PARSIPPANY | NJ | S65|2024-01-26 | ||||||
| JOSEPH VERILE | PARSIPPANY | NJ | S65|2018-07-30 | ||||||
| ADAM ANDERSON | PARSIPPANY | NJ | S66|2005-10-07 | ||||||
| MARCO LIMA | PARSIPPANY | NJ | S66|2003-09-10 | CERTIFIED FINANCIAL PLANNER | |||||
| PAUL PLEMENOS | PARSIPPANY | NJ | S63|1997-10-07|S65|1997-10-07 | ||||||
| ELIZABETH WAHLIG | PARSIPPANY | NJ | S63|2015-10-26 | ||||||
| DALTON CHANDLER | PARSIPPANY | NJ | S63|1988-10-10|S65|2014-03-20 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.0 | 19% | 15 | -3 | -20% |
| 2023-04-04 | $0.2 | $0.1 | 38% | 16 | -4 | -25% |
| 2022-04-01 | $0.2 | $0.1 | 37% | 16 | -4 | -25% |
| 2021-04-05 | $0.2 | $0.1 | 74% | 16 | -4 | -25% |
| 2020-04-01 | $0.1 | $0.2 | 108% | 15 | -3 | -20% |
| 2019-04-01 | $0.1 | $0.2 | 131% | 12 | 0 | 0% |
| 2018-04-02 | $0.2 | $0.1 | 70% | 11 | 1 | 9% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, CA-02/28/2025, FL-03/28/2018, KY-05/08/2023, NC-03/27/2019, NJ-06/23/2017, NY-09/11/2017, PA-09/11/2017, TX-02/23/2023, VA-02/28/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT ACCOUNTING FIRM |
ADVDB.CO • SOURCE: SEC FORM ADV