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 21 - 28 of 28 top financial advisors.
21
Kyle J. Pitman
CRD#: 6830246
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Kyle Pitman (CRD# 6830246) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 2 years of experience in the finance industry.

22
Alisha E. Russo
CRD#: 6819152
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Alisha Russo (CRD# 6819152) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 2 years of experience in the finance industry.

23
Reid J. Torrens
CRD#: 6691496
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Reid Torrens (CRD# 6691496) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 3 years of experience in the finance industry.

24
Justin T. Vandegriff
CRD#: 5384592
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Justin Vandegriff (CRD# 5384592) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 12 years of experience in the finance industry. Justin Vandegriff 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.

25
Matthew G. Walker
CRD#: 6040760
Phoenix, AZ 85018

Matthew Walker (CRD# 6040760) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 7 years of experience in the finance industry.

26
David B. Westra
CRD#: 5245755
3200 E. Camelback Road, #300, Phoenix, AZ 85018

David Westra (CRD# 5245755) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 13 years of experience in the finance industry.

27
Matthew J. White
CRD#: 5156864
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Matthew White (CRD# 5156864) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has over 8 years of experience in the finance industry.

28
Jessica A. Vasilic
CRD#: 7009071
3200 E. Camelback Road, #300, Phoenix, AZ 85018

Jessica Vasilic (CRD# 7009071) is an Investment Advisor Representative working at Mra Associates in Phoenix, AZ and has 1 year of experience in the finance industry.

PREV ... 1 2 3
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.