M.Rae Resources, Inc. (Bethlehem)

Name: M.Rae Resources, Inc.
Address: 1605 Valley Center Parkway, Bethlehem, PA, 18017
Telephone: 610-332-0440

M.Rae Resources, Inc. is a large advisory firm based in Bethlehem. It manages $995.6 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2009.

M.Rae Resources provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

M.Rae Resources: assets under management

The assets under management (AUM) of M.Rae Resources, Inc. is $995.6 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay M.Rae Resources, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at M.Rae Resources, Inc.

Michelle Rae Gula has been acting as President since 1 Feb 2007. Inc. M.Rae Resources joined the executive team most recently as the Owner, Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John P. Brew	Chief compliance officer	1 Feb 2007	Other	849173
Michelle Rae Gula	President	1 Feb 2007	50% - 75%	4010013
Inc. M.Rae Resources	Owner, sole member	1 Jan 2009	75% - 100%	04-3122157

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Michelle Rae Gula	Owner	1 Jan 2009	75% - 100%	4010013

Based in Bethlehem

The principal office where M.Rae Resources, Inc. performs its advisory services is located at 1605 Valley Center Parkway, Bethlehem, PA 18017, which is also the mailing address of the firm. An additional office of the firm is in Scituate, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-332-0440 or by fax 610-332-0445. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mraeresources.com.