MBR Financial - Investment Advisers

About MBR Financial

MBR Financial is the trade name of Margolis Brady Raghavan Financial, Inc., an investment adviser headquartered in Houston, Texas. The firm reports about $956.39 million in regulatory assets under management and has 10 employees. It is one of the investment advisers in Texas listed in the broader Directory of US investment advisers. The firm describes itself as an independent registered investment adviser. Its principals previously worked for a large insurance company during the early 1980s, when that company ran a pilot financial planning program focused on client-centered advice. The firm states that a fiduciary standard governs its entire relationship with clients and that it places their interests ahead of its own. Its services center on financial planning for major life changes, such as career transitions, the sale of a business, disability, retirement, marriage, and remarriage. Investment management aims to balance income, growth, and risk, and stress testing is used to consider steps against sudden changes in income or expenses. The firm also adjusts meeting format, pace, and communication style to each client's preferences, whether in person, by phone, or by video.

Key Facts

Assets Under Management

$956.39M

Employees

10

SEC File Number

801-78364