MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.
Doing business as MBR FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$956,390,510
Discretionary
$773,262,518
Non-discretionary
$183,127,992
Firm details
- CRD number
- 168333
- SEC file number
- 801-78364
- Main office
- HOUSTON, TX, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTPS://WWW.MBRFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.