Hedge Fund Database

MRA ADVISORY GROUP

Adviser information for MRA ADVISORY GROUP last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 15
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,290 $246.0M
Non-Discretionary 0 $0
Total 1,290 $246.0M

Clients

Type Number RAUM
Individuals 320 $83.5M
HNW Individuals 76 $162.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $248,923
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $166,014
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agentAccountant or accounting firm

Identifiers

SEC RIA File Number 801-110363
SEC ERA File Number 801-110363
SEC CIK Numbers 1841816
SEC CRD Numbers 287933
Legal Entity Identifier None

Principal Office

3799 US HIGHWAY 46
SUITE 100
PARSIPPANY
NJ
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 844.672.7623, Fax: None

Websites

www.facebook.com/mraadvisory www.twitter.com/mraadvisory twitter.com/mraadvisory www.linkedin.com/company/mraadvisory www.wealthbuilderinvesting.com www.instagram.com/mra.advisory/

Chief Compliance Officer

MARCO LIMA
CHIEF EXECUTIVE OFFICER
3799 US HIGHWAY 46
SUITE 100
PARSIPPANY
NJ
United States
Tel: 9739288752
Fax: 9732996050
(Full email address available in API data)

Industry Affiliates

MRA CAPITAL MANAGEMENT Other investment adviser, including financial planners
MRA CAPITAL PARTNERS GP Sponsor, GP, manager of pooled investment vehicles
MRA TAX SERVICES, LLC Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LIMA, MARCO Individual – MANAGING MEMBER, CCO 05/2017 > 75%
ANDERSON, ADAM, CHARLES Individual – MANAGING MEMBER 05/2017 10-25%

No. Employees, Historic

20100201920202021202220232024202512 on 5/10/201911 on 8/5/201911 on 10/14/201915 on 3/25/202015 on 3/26/202015 on 4/7/202015 on 4/27/202015 on 5/27/202015 on 7/8/202016 on 10/22/202016 on 3/17/202116 on 6/3/202116 on 10/19/202116 on 3/18/202216 on 3/24/202216 on 10/5/202216 on 10/19/202216 on 10/19/202216 on 2/23/202316 on 3/2/202316 on 5/8/202315 on 6/6/202315 on 10/6/202315 on 3/11/2024

RAUM, Historic

300M150M02019202020212022202320242025127196313 on 5/10/2019127196313 on 8/5/2019127196313 on 10/14/2019141476697 on 3/25/2020141476697 on 3/26/2020141476697 on 4/7/2020141476697 on 4/27/2020141476697 on 5/27/2020141476697 on 7/8/2020141476697 on 10/22/2020169062384 on 3/17/2021169062384 on 6/3/2021169062384 on 10/19/2021214059213 on 3/18/2022214059213 on 3/24/2022214059213 on 10/5/2022214059213 on 10/19/2022214059213 on 10/19/2022213519270 on 2/23/2023213519270 on 3/2/2023213519270 on 5/8/2023213519270 on 6/6/2023213519270 on 10/6/2023246036289 on 3/11/2024

No. Clients, Historic

50025002019202020212022202320242025290 on 5/10/2019290 on 8/5/2019290 on 10/14/2019339 on 3/25/2020339 on 3/26/2020339 on 4/7/2020339 on 4/27/2020339 on 5/27/2020339 on 7/8/2020339 on 10/22/2020364 on 3/17/2021364 on 6/3/2021364 on 10/19/2021387 on 3/18/2022387 on 3/24/2022387 on 10/5/2022387 on 10/19/2022387 on 10/19/2022406 on 2/23/2023406 on 3/2/2023406 on 5/8/2023406 on 6/6/2023406 on 10/6/2023402 on 3/11/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 510K 3K –
ADVANCED MICRO DEVICES INC COM 353K 2K –
ALPHABET INC CAP STK CL A 518K 3K –
ALPHABET INC CAP STK CL C 2M 11K –
ALTRIA GROUP INC COM 221K 5K –
AMAZON COM INC COM 4M 23K –
AMGEN INC COM 288K 921 –
ANALOG DEVICES INC COM 226K 991 –
APPLE INC COM 4M 20K –
ASML HOLDING N V N Y REGISTRY SHS 221K 216 –
AXON ENTERPRISE INC COM 574K 2K –
BANK AMERICA CORP COM 213K 5K –
BGC GROUP INC CL A 84K 10K –
BLACKROCK CORPOR HI YLD FD I COM 195K 20K –
BLACKROCK CR ALLOCATION INCO COM 123K 12K –
BLACKSTONE INC COM 225K 2K –
BOOKING HOLDINGS INC COM 203K 51 –
BRISTOL-MYERS SQUIBB CO COM 245K 6K –
BROADCOM INC COM 1M 897 –
CALAMOS GBL DYN INCOME FUND COM 114K 17K –
CATERPILLAR INC COM 488K 1K –
CHEVRON CORP NEW COM 451K 3K –
CHUBB LIMITED COM 330K 1K –
CISCO SYS INC COM 317K 7K –
COCA COLA CO COM 279K 4K –
COHEN & STEERS QUALITY INCOM COM 118K 10K –
COSTCO WHSL CORP NEW COM 349K 411 –
CROWDSTRIKE HLDGS INC CL A 211K 551 –
DIREXION SHS ETF TR NAS100 EQL WGT 9M 106K –
E L F BEAUTY INC COM 399K 2K –
EATON VANCE TAX ADVT DIV INC COM 2M 82K –
ELI LILLY & CO COM 1M 1K –
ENPRO INC COM 625K 4K –
EOG RES INC COM 319K 3K –
EQUINIX INC COM 317K 419 –
EXXON MOBIL CORP COM 1M 9K –
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 6M 82K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 572K 13K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 8M 164K –
GABELLI DIVID & INCOME TR COM 237K 10K –
GE AEROSPACE COM NEW 416K 3K –
HANCOCK JOHN TAX-ADVANTAGED COM 617K 31K –
HILTON WORLDWIDE HLDGS INC COM 288K 1K –
HOME DEPOT INC COM 652K 2K –
INTERNATIONAL BUSINESS MACHS COM 299K 2K –
INTUIT COM 484K 737 –
INTUITIVE SURGICAL INC COM NEW 331K 745 –
INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV 11M 241K –
INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE 202K 4K –
INVESCO QQQ TR UNIT SER 1 370K 773 –
ISHARES BITCOIN TR SHS 2M 57K –
ISHARES TR US AER DEF ETF 5M 35K –
ISHARES TR SELECT DIVID ETF 300K 2K –
ISHARES TR MSCI KLD400 SOC 234K 2K –
ISHARES TR US HLTHCARE ETF 516K 8K –
ISHARES TR MSCI USA QLT FCT 8M 45K –
ISHARES TR CORE S&P500 ETF 25M 45K –
ISHARES TR S&P 500 GRWT ETF 253K 3K –
ISHARES TR 0-5YR HI YL CP 386K 9K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 2M 33K –
JOHNSON & JOHNSON COM 365K 2K –
JPMORGAN CHASE & CO. COM 966K 5K –
LIBERTY ALL STAR EQUITY FD SH BEN INT 87K 13K –
LOCKHEED MARTIN CORP COM 431K 923 –
LOWES COS INC COM 553K 3K –
MASTERCARD INCORPORATED CL A 1M 3K –
MERCK & CO INC COM 444K 4K –
META PLATFORMS INC CL A 4M 7K –
MICROSOFT CORP COM 8M 17K –
MONDELEZ INTL INC CL A 338K 5K –
NETFLIX INC COM 712K 1K –
NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 299K 28K –
NVIDIA CORPORATION COM 4M 32K –
PALO ALTO NETWORKS INC COM 259K 764 –
PAYCHEX INC COM 245K 2K –
PEPSICO INC COM 259K 2K –
PFIZER INC COM 623K 22K –
PIMCO DYNAMIC INCOME FD SHS 950K 51K –
PIMCO STRATEGIC INCOME FD COM 89K 14K –
PIONEER HIGH INCOME FUND INC COM 286K 38K –
POWERSHARES ACTIVELY MANAGED INVSCO HY BD FCT 11M 488K –
PROCTER AND GAMBLE CO COM 364K 2K –
PROGRESSIVE CORP COM 323K 2K –
PUBLIC SVC ENTERPRISE GRP IN COM 923K 13K –
S&P GLOBAL INC COM 291K 651 –
SALESFORCE INC COM 232K 904 –
SELECT SECTOR SPDR TR SBI CONS STPLS 209K 3K –
SELECT SECTOR SPDR TR ENERGY 225K 2K –
SERVICENOW INC COM 516K 656 –
SPDR S&P 500 ETF TR TR UNIT 863K 2K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 264K 494 –
SPDR SER TR SPDR S&P 500 ETF 243K 5K –
SPDR SER TR BLOOMBERG 1-3 MO 8M 88K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 8M 187K –
SUPER MICRO COMPUTER INC COM 306K 374 –
SYNCHRONY FINANCIAL COM 218K 5K –
SYNOPSYS INC COM 258K 434 –
T-MOBILE US INC COM 315K 2K –
THERMO FISHER SCIENTIFIC INC COM 242K 438 –
TJX COS INC NEW COM 497K 5K –
TRANE TECHNOLOGIES PLC SHS 259K 789 –
UNITED PARCEL SERVICE INC CL B 573K 4K –
UNITEDHEALTH GROUP INC COM 2M 4K –
VANGUARD INDEX FDS TOTAL STK MKT 209K 781 –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 7M 86K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 223K 2K –
VERIZON COMMUNICATIONS INC COM 606K 15K –
VIRTUS CONVERTIBLE & INC FD COM 73K 25K –
VISA INC COM CL A 591K 2K –
VOYA GLBL EQTY DIV & PREM OP COM 74K 14K –
WALMART INC COM 1M 15K –
WESTERN ASSET HIGH INCOM FD COM 106K 24K –