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Mra Asset Management, LLC (Westport)


Mra Asset Management, LLC is a large advisory firm based in Westport. It manages $161.91 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Connecticut and New York.

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

Mra Asset Management: assets under management

The assets under management (AUM) of Mra Asset Management, LLC is $161.91 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $161.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80.96 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mra Asset Management, LLC for their services and products based on a percentage of assets under management. 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 Westport

The principal office where Mra Asset Management, LLC performs its advisory services is located at 16 Bridge Square, Westport, CT 06880, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-227-1700 or by fax 203-227-1712. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday.


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