M&r Capital Management Inc.

M&r Capital Management Inc. (CRD# 110472) is a financial advisory firm headquartered in Summit, NJ. They manage $454,433,265 in 450 accounts and serve the financial needs of clients across 20 states (or territories).

Current Firm Details
25 Union Place, 3rd Floor, Summit, NJ 07901
https://mandrcapitalmanagement.com/
By the Numbers
  • Total Assets Under Management
    454
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $1,009,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, LA, MA, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TX, UT, VA

Financial Advisors at M&r Capital Management Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Paul Desisto, financial advisor Summit NJ
Paul M. Desisto
CRD#: 1702372
25 Union Place, 3rd Floor, Summit, NJ 07901

Paul Desisto (CRD# 1702372) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 35 years of experience in the finance industry.

2
John Maloney, financial advisor Summit NJ
John E. Maloney
CRD#: 1006869
25 Union Place, 3rd Floor, Summit, NJ 07901

John Maloney (CRD# 1006869) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 41 years of experience in the finance industry.

3
Marshall Burroughs, financial advisor Summit NJ
Marshall S. Burroughs
CRD#: 2996913
25 Union Place, 3rd Floor, Summit, NJ 07901

Marshall Burroughs (CRD# 2996913) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 22 years of experience in the finance industry.

4
Michael Charvala, financial advisor Summit NJ
Michael J. Charvala
CRD#: 1927751
25 Union Place, 3rd Floor, Summit, NJ 07901

Michael Charvala (CRD# 1927751) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has over 34 years of experience in the finance industry.

5
Amos Warren, financial advisor Summit NJ
Amos B. Warren
CRD#: 3091633
25 Union Place, 3rd Floor, Summit, NJ 07901

Amos Warren (CRD# 3091633) is an Investment Advisor Representative working at M&r Capital Management Inc. in Summit, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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