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MRA ADVISORY GROUP
CRD 287933 · SEC 801-110363
2639 FRUITVILLE RD, SUITE 103, SARASOTA, FL, 34237, United States
Phone
844.672.7623
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$361.3M
Discretionary AUM
$347.7M
Team
13 total employees; 8 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 372 | $103.0M |
| High net worth individuals | 125 | $257.2M |
| Pension/profit sharing plans | 7 | $1.1M |
States served
CA, KY, NJ, NY, NC, PA, VA, TX, FL
All web addresses on file
- https://www.instagram.com/mra.advisory/
- http://www.wealthbuilderinvesting.com
- http://www.linkedin.com/company/mraadvisory
- http://www.mraadvisory.us
- http://www.instagram.com/marcolimacfp
- https://bri-investing.com/
- https://www.youtube.com/@MarcoLimaAdvisor
- https://www.youtube.com/@mraadvisorygroup3017
- https://www.mraadvisory.com
- http://www.facebook.com/mraadvisory
- http://www.x.com/mraadvisory
Official SEC filing: View on IAPD