MBR Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2000 West Loop S Ste 1510, Houston, Texa...

Phone Number

(832) 667-8787

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About MBR Financial

MBR Financial is a financial advisory firm based in Houston, TX, specializing in planning, investment management, and risk mitigation services. They focus on helping clients navigate life changes such as career transitions, retirement, and other significant events that impact financial decisions. The firm emphasizes a personalized approach, adapting their communication and planning strategies to meet the unique preferences of each client. MBR Financial operates under a fiduciary standard, ensuring that their clients' interests are prioritized at all times.Explore more
MBR Financial's Social MediaPopular SearchesMBR Financial IncMBR FinancialMargolis Brady Raghavan Financial IncMargolis Brady Financial IncMBR Equity LLCSIC Code 62,628NAICS Code 52,523Show more

MBR Financial Org Chart

PhoneEmail
NB
United States flag for contact location.

Trading Director, Billing

PhoneEmail
JB
United States flag for contact location.

Client Advisor and Director, Private Equity

PhoneEmail
JM
United States flag for contact location.

Service Director, Client

PhoneEmail

PhoneEmail
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AB
United States flag for contact location.

Principal

PhoneEmail
CD
United States flag for contact location.

Financial Advisor

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

MBR Financial

<$5M
1-10
Private
<$5M
2010
NB
Nihita BhavsarTrading Director, Billing
$5.1M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2004
Jason Abruzere, Founder & Manager, Wealth at Weyhill Investment Counsel
Jason AbruzereFounder & Manager, Wealth
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

MBR Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

MBR Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about MBR Financial.

MBR Financial financials insights

Gather financial insights about MBR Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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MBR Financial Tech Stack

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Frequently Asked Questions Regarding MBR Financial

What is MBR Financial's official website?
MBR Financial's official website is www.mbrfinancial.com
What is MBR Financial's Revenue?
MBR Financial's revenue is <$5 Million
What is MBR Financial's SIC code?
MBR Financial's SIC: 62,628
What is MBR Financial's NAICS code?
MBR Financial's NAICS: 52,523
How many employees does MBR Financial have?
MBR Financial has 1-10 employees
What industry does MBR Financial belong to?
MBR Financial is in the industry of: Finance, Securities Trading
What is MBR Financial competition?
MBR Financial top competitors include: Burnette Financial Planning, Constant Guidance Financial, Vibrance Wealth Management, Darrow Wealth Management
What technology does MBR Financial use?
Some of the popular technologies that MBR Financial uses are: PHP, Bullhorn, Smarsh, GoDaddy DNS
How do I contact MBR Financial?
MBR Financial contact info: Phone number: (832) 667-8787 Website: www.mbrfinancial.com
What does MBR Financial do?

MBR Financial is a financial advisory firm based in Houston, TX, specializing in planning, investment management, and risk mitigation services. They focus on helping clients navigate life changes such as career transitions, retirement, and other significant events that impact financial decisions. The firm emphasizes a personalized approach, adaptin... g their communication and planning strategies to meet the unique preferences of each client. MBR Financial operates under a fiduciary standard, ensuring that their clients' interests are prioritized at all times.Read More

What are MBR Financial social media links?
MBR Financial Linkedin page
Is MBR Financial a public company?
MBR Financial is private company therefore does not currently have an official ticker symbol
See more information about MBR Financial

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