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Mrd, Inc. (Irvine)


Mrd, Inc. is an adviser based in Irvine. It manages $78.07 million of regulatory assets for 286 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.

Mrd provides 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.

Mrd: assets under management

The assets under management (AUM) of Mrd, Inc. is $78.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 152% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $78.07 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.99 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mrd, Inc. 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 Irvine

The principal office where Mrd, Inc. performs its advisory services is located at 2338 Scholarship, Irvine, CA 92612 The mailing address of the firm is Pmb 139, Ladera Ranch, CA 92694. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-365-0598 or by fax 949-365-0528. The normal business hours are by appointment only on Monday - Friday.


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