Mra Associates

Mra Associates (CRD# 152734) is a financial advisory firm headquartered in Phoenix, AZ. They manage $2,319,426,579 in 2,221 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,319
    MILLION
  • Total Number of Accounts
    2,221
    ACCOUNTS
  • Average Account Value
    $1,044,316
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, IL, MN, NH, NV, NY, OH, TX, UT, WA, WY

Financial Advisors at Mra Associates
Showing 11 - 20 of 28 top financial advisors.
11
William J. Froelich
CRD#: 5748864
3200 E. Camelback Road, #300, Phoenix, AZ 85018

William Froelich (CRD# 5748864) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 9 years of experience in the finance industry. William Froelich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Mary Ann Hennelly-Favata
CRD#: 4690843
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Mary Ann Hennelly-Favata (CRD# 4690843) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 16 years of experience in the finance industry. Mary Ann Hennelly-Favata has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

13
Harold M. Hirte
CRD#: 6093052
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Harold Hirte (CRD# 6093052) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 6 years of experience in the finance industry.

14
William J. Hodges
CRD#: 4761290
3200 E. Camelback Road, #300, Phoenix, AZ 85018

William Hodges (CRD# 4761290) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 15 years of experience in the finance industry.

15
Evan D. Judge
CRD#: 5229942
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Evan Judge (CRD# 5229942) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 13 years of experience in the finance industry. Evan Judge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

16
James C. Lamancusa
CRD#: 4883772
3200 E. Camelback Road, #300, Phoenix, AZ 85018

James Lamancusa (CRD# 4883772) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 12 years of experience in the finance industry.

17
Bradley S. Lemon
CRD#: 1536255
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Bradley Lemon (CRD# 1536255) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 31 years of experience in the finance industry.

18
Trevor D. Moore
CRD#: 6244447
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Trevor Moore (CRD# 6244447) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 6 years of experience in the finance industry.

19
Bruce L. Paulson
CRD#: 5682474
1904 Wayzata Blvd, #200, Wayzata, MN 55391

Bruce Paulson (CRD# 5682474) is an Investment Advisor Representative working at Mra Associates in Wayzata, MN and has 1 year of experience in the finance industry. Bruce Paulson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

20
Ryan C. Penniman
CRD#: 6271304
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Ryan Penniman (CRD# 6271304) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 6 years of experience in the finance industry.

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