RIA Intelligence

MARGOLIS BRADY RAGHAVAN FINANCIAL, INC.

Legal name: MBR FINANCIAL

CRD #168333 SEC #801-78364 HOUSTON, TX 832-667-8787
SEC Registered
Total AUM
$868.2M
Discretionary
$692.8M
Employees
10
Clients
10
Accounts
1,396

Firm Details

Organization Type
Corporation
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BENDER, DANIEL, JAMESIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
BRADY, ALFRED, BERNARDIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
MARGOLIS, MARY, KATHRYNIPRINCIPALC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control
RAGHAVAN, SURESHIPRINCIPAL, CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (6)

CA CO FL LA NE TX

Address

2000 WEST LOOP SOUTH
SUITE 1510
HOUSTON, TX 77027
United States
Phone: 832-667-8787