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MTR FINANCIAL SERVICES, LLC
CRD 149078 · SEC 801-136052
900 ROCKMEAD DRIVE, SUITE 151, KINGWOOD, TX, 77339, United States
Phone
281-913-1844
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$119.9M
Discretionary AUM
$119.9M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $30.1M |
| High net worth individuals | 33 | $89.9M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD