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Margolis Brady Raghavan Financial, Inc.

● SEC registered since 2013CRD 168333SEC# 801-78364Houston, TX
Export (members)
Reg. AUM
$868.2M
Employees
10
Accounts
1,396
Location
Houston, TX

Margolis Brady Raghavan Financial, Inc. assets under management

Margolis Brady Raghavan Financial, Inc. is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2013. It reports $868.2 million in regulatory assets under management and employs 10 people.
www.mbrfinancial.comView on SEC.gov ↗

Margolis Brady Raghavan Financial, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Alfred Bernard Brady ControlPrincipal25-50%2011
Daniel James Bender ControlPrincipal25-50%2015
Mary Kathryn Margolis ControlPrincipal25-50%2011
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Frequently asked questions

How much does Margolis Brady Raghavan Financial, Inc. manage?

Margolis Brady Raghavan Financial, Inc. reports $868.2 million in regulatory assets under management on its Form ADV.

How many employees does Margolis Brady Raghavan Financial, Inc. have?

Margolis Brady Raghavan Financial, Inc. reports 10 employees.

Where is Margolis Brady Raghavan Financial, Inc. located?

Margolis Brady Raghavan Financial, Inc. is based in Houston, TX and has been SEC-registered since 2013.

Does Margolis Brady Raghavan Financial, Inc. disclose fund performance?

Margolis Brady Raghavan Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 West Loop South, Suite 1510, Houston, TX 77027
Phone832-667-8787
Fax281-974-2108
Office hours8 To 5
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$692.8M
Non-discretionary$175.4M
Total (RAUM)$868.2M