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Mtr Financial Services, LLC

● SEC registered since 2026CRD 149078SEC# 801-136052Kingwood, TX
Export (members)
Reg. AUM
$119.9M
Employees
1
Accounts
340
Location
Kingwood, TX

Mtr Financial Services, LLC assets under management

Mtr Financial Services, LLC operates as an SEC-registered investment adviser based in Kingwood, TX. The firm has been registered since 2026. It reports $119.9 million in regulatory assets under management and employs 1 people.
www.facebook.com/matt.russell.58View on SEC.gov ↗

Mtr Financial Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Thomas Russell ControlPresident/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Mtr Financial Services, LLC manage?

Mtr Financial Services, LLC reports $119.9 million in regulatory assets under management on its Form ADV.

How many employees does Mtr Financial Services, LLC have?

Mtr Financial Services, LLC reports 1 employees.

Where is Mtr Financial Services, LLC located?

Mtr Financial Services, LLC is based in Kingwood, TX and has been SEC-registered since 2026.

Does Mtr Financial Services, LLC disclose fund performance?

Mtr Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 Rockmead Drive, Suite 151, Kingwood, TX 77339
Phone281-913-1844
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.9M
Non-discretionary$0
Total (RAUM)$119.9M