Margolis Brady Raghavan Financial Inc

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Assets, Funds, Holdings

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Margolis Brady Raghavan Financial Inc
CRD #168333
SEC #801-78364
CIK #
AUM $784.3 MM (2024-03-15)
Employees 10 (50% Investors, 0% Brokers)
Phone832-667-8787
Address2000 West Loop South
Houston, TX 77027
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
90072054036018002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 240 83.7
(b) Individuals (high net worth individuals) 200 700.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,357 784.3
By Discretionary
Discretionary 953 616.2
Non-Discretionary 404 168.1
Total 1,357 784.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 784.3
Total 1,357 784.3
Comparable Firms State AUM ($BB)
NS Management Ltd
0.8
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Madden Securities Corporation
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Fortis Group Advisors LLC
NJ 0.8
Pathway Financial Advisors LLC
VT 0.8
Milestone Investment Advisors LLC
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Oak City Consulting LLC
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Recurrent Investment Advisors LLC
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Goldstein Advisors LLC
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