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Robert Rafael

MRM ASSET ALLOCATION GROUP, INC.·ST LOUIS, Missouri
Unclaimed Profile
12444 POWERSCOURT DR., ST LOUIS, MO 63131CRD# 370011Firm CRD# 110898
01

About

Robert Rafael is a registered financial advisor based in ST LOUIS, Missouri, affiliated with MRM ASSET ALLOCATION GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
MRM ASSET ALLOCATION GROUP, INC.
MRM GROUP
AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MRM ASSET ALLOCATION GROUP, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 370011
Firm CRD# 110898
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Rafael offer?
Robert Rafael specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ST LOUIS, Missouri for a consultation.
What are Robert Rafael's credentials?
Robert Rafael is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Rafael located?
Robert Rafael is based in ST LOUIS, Missouri, working with MRM ASSET ALLOCATION GROUP, INC.. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.
How does Robert Rafael charge for services?
Robert Rafael's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MRM ASSET ALLOCATION GROUP, INC.?
MRM ASSET ALLOCATION GROUP, INC. has approximately 3 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MRM ASSET ALLOCATION GROUP, INC.

Nichelle Fehr
ST LOUIS, MO

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)LEE'S SUMMIT (10)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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