RIA Intel›Advisers›Arizona›MRA ASSOCIATES USA LLC

MRA ASSOCIATES USA LLC

Advisory

N·PHOENIX, AZ

Data as of Dec 10, 2020 · Source: SEC Form ADV

Total AUM

$2.6B

1-Year AUM Growth

+14.0%

3-Year CAGR

+5.8%

Employees

27

Assets Under Management

Total AUM$2.6B

Discretionary AUM$1.7B

Non-Discretionary AUM$901M

Discretionary %65.9%

Total Clients—

Team

Total Employees27

Investment Advisers56

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingJan 20, 2010

Latest FilingDec 10, 2020

🔒 Full AUM trend chart and 40 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MRA ASSOCIATES USA LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.