MRD, INC.

Adviser information for MRD, INC. last updated from Form ADV on February 8th, 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	Corporation
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	282	$136.2M
Non-Discretionary	0	$0
Total	282	$136.2M

Clients

Type	Number	RAUM
Individuals	37	$20.2M
HNW Individuals	40	$116.0M
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	0	$0
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-124836
SEC ERA File Number	801-124836
SEC CIK Numbers	None
SEC CRD Numbers	111227
Legal Entity Identifier	None

Principal Office

2555 MAIN STREET
#3009
IRVINE
CA
United States

Monday - Friday, BY APPOINTMENT ONLY

Tel: (949) 365-0598, Fax: 949-365-0528

Chief Compliance Officer

MICHAEL DEKOVNER

PRESIDENT

2555 MAIN STREET

#3009

IRVINE

United States

Tel: 949-365-0598

Fax: 949-365-0528

M******@***********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners