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M&R CAPITAL MANAGEMENT INC

SUMMIT, NJ · CRD 110472 · IAPD ↗ · 212-584-8999

$522.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — M&R CAPITAL MANAGEMENT INC (SUMMIT, NJ) left the SEC roster (was $522.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
March 2024 — M&R CAPITAL MANAGEMENT INC crossed $500M in regulatory AUM ($454.4M -> $522.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.