MTR FINANCIAL SERVICES, LLC

MTR FINANCIAL SERVICES, LLC of KINGWOOD, TX is an SEC-registered investment adviser (CRD 149078). Regulatory assets under management: $119.9M.

Registration

• CRD: 149078
• SEC file number: 801-136052
• Type: Registered investment adviser
• Location: 900 ROCKMEAD DRIVE, SUITE 151, KINGWOOD, TX, 77339
• Phone: 281-913-1844
• Latest filing: 2026-05-04
• Regulatory AUM: $119.9M
• Discretionary AUM: $119.9M
• Clients: 1
• Accounts: 340

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149078 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search