Mp Ria, LLC
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Overview
Mp Ria, LLC operates as a financial advisor company that has its headquarters in Denver, Colorado. Mp Ria, LLC manages $210.5 million in assets over three client accounts, making it a mid-tier firm in the United States by assets under management (AUM). It has a small group, including 10 financial advisors. Mp Ria, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as options, bonds and stocks.
Mp Ria, LLC oversees all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction judgments for the client's account without needing to seek the customer's consent. Mp Ria, LLC manages an average of $70.2 million for each customer account. The average advisor at Mp Ria, LLC manages fewer than one client account, placing it among the most individualized firms in the country.
The firm's main office is at 4643 South Ulster Street, Denver, Colorado 80237. The firm is legally registered to serve investors in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mp Ria, LLC by the Numbers
$210.5 million
24
3
$70.2 million
Fee Structure
Financial management fees largely depend on which service is offered. Fees charged by the firm most likely include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Mp Ria, LLC works with pooled investment vehicles. Out of its three customers, Mp Ria, LLC's largest client type is pooled investment vehicles. None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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