Mbr Financial

Mbr Financial (CRD# 168333) is a financial advisory firm headquartered in Houston, TX. They manage $784,283,749 in 1,357 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2000 West Loop South, Suite 1510, Houston, TX 77027
https://www.mbrfinancial.com
By the Numbers
  • Total Assets Under Management
    784
    MILLION
  • Total Number of Accounts
    1,357
    ACCOUNTS
  • Average Account Value
    $577,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, NE, TX

Financial Advisors at Mbr Financial
Showing 1 - 5 of 5 top financial advisors.
1
Daniel Bender, financial advisor Houston TX
Daniel J. Bender
CRD#: 1420428
2000 West Loop South, Suite 1510, Houston, TX 77027

Daniel Bender (CRD# 1420428) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 38 years of experience in the finance industry.

2
Alfred Brady, financial advisor Houston TX
Alfred B. Brady
CRD#: 2147873
2000 West Loop South, Suite 1510, Houston, TX 77027

Alfred Brady (CRD# 2147873) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 32 years of experience in the finance industry.

3
Christopher Dyson, financial advisor Houston TX
Christopher G. Dyson
CRD#: 5552689
2000 West Loop South, Suite 1510, Houston, TX 77027

Christopher Dyson (CRD# 5552689) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 12 years of experience in the finance industry.

4
Mary Margolis, financial advisor Houston TX
Mary K. Margolis
CRD#: 2203255
2000 West Loop South, Suite 1510, Houston, TX 77027

Mary Margolis (CRD# 2203255) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 32 years of experience in the finance industry.

5
Suresh Raghavan, financial advisor Houston TX
Suresh Raghavan
CRD#: 4721021
2000 West Loop South, Suite 1510, Houston, TX 77027

Suresh Raghavan (CRD# 4721021) is an Investment Advisor Representative working at Mbr Financial in Houston, TX and has over 16 years 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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