Falists
← Back to search

MBR FINANCIAL

MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.

CRD 168333 · SEC 801-78364

Visit website

2000 WEST LOOP SOUTH, SUITE 1510, HOUSTON, TX, 77027, United States

Phone

832-667-8787

Fax

281-974-2108

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$956.4M

Discretionary AUM

$773.3M

Team

10 total employees; 6 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals248$83.5M
High net worth individuals232$872.8M

States served

CA, CO, LA, NE, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD