Source: The DI Wire

MRA Associates: Captrust Expands into Southwest Market with Latest RIA Purchase

Captrust Financial Advisors, an independent registered investment advisor, has purchased Phoenix-based MRA Associates, a 59-person firm with $3.3 billion in assets under management. Financial terms were not disclosed. Founded in 1991, MRA Associates provides investment advisory, wealth management, and tax consulting for private clients and institutions. MRA Associates is led by managing partner and chief [...] The post Captrust Expands into Southwest Market with Latest RIA Purchase appeared first on The DI Wire.

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Est. Annual Revenue
$5.0-25M
Est. Employees
25-100
Mark Feldman's photo - CEO of MRA Associates

CEO

Mark Feldman

CEO Approval Rating

90/100

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