Investment adviser · CRD 110898
MRM GROUP
Investment adviser filing (IA)
MRM ASSET ALLOCATION GROUP, INC.
ST LOUIS, MO, United States · Form ADV filed Oct 12, 2021
- Regulatory AUM
- $84M Form ADV · Item 5.F
- Client accounts
- 324 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 299 | $53,234,693 | 63.4% |
| Other clients | Fewer than 5 | $18,261,194 | 21.7% |
| High-net-worth individuals | 14 | $9,005,005 | 10.7% |
| Charities | Fewer than 5 | $2,526,613 | 3.0% |
| Retirement plans | Fewer than 5 | $834,119 | 1.0% |
| Other investment advisers | Fewer than 5 | $100,931 | 0.1% |
Filing source
Form ADV 1570831 · Oct 12, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 12, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
12444 POWERSCOURT DR., SUITE 350ST LOUIS, MO, 63131, United States
CRD 110898
Filing source
Form ADV 1570831 · Oct 12, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.