Mr Advisers, Inc. (Palo Alto)

Name: Mr Advisers, Inc.
Address: 530 Lytton Avenue, Palo Alto, CA, 94301
Telephone: 650-328-7873

Mr Advisers, Inc. is a related adviser based in Palo Alto. It manages $67.57 million of regulatory assets for 58 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

Mr Advisers provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mr Advisers: assets under management

The assets under management (AUM) of Mr Advisers, Inc. is $67.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $67.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.17 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mr Advisers, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Mr Advisers, Inc. performs its advisory services is located at 530 Lytton Avenue, Palo Alto, CA 94301 The mailing address of the firm is 530 Lytton Avenue, Palo Alto, CA 94301. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-328-7873 or by fax 650-618-2780. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.simplyira.com.

Mr Advisers, Inc. (Palo Alto)

Mr Advisers: assets under management

Fees & Commissions

Based in Palo Alto

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