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MTR ADVISORY SERVICES, INC.
CRD 121140
1004 MO-PAC CIRCLE, #100, AUSTIN, TX, 78746, United States
Phone
5128259065
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.2M
Discretionary AUM
$33.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.9M |
| High net worth individuals | 25 | $30.4M |
Official SEC filing: View on IAPD