Msref Real Estate Advisor, INC.
New York, NY·SEC-registered · CRD #142047
Msref Real Estate Advisor, INC. is an SEC-registered investment advisory firm in New York, NY managing $16B across 28 client accounts, with 170 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
28
Advisory staff
170
Fee model
Fee-only
How Msref Real Estate Advisor, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Msref Real Estate Advisor, INC.
How much does Msref Real Estate Advisor, INC. manage?
Per its most recent SEC Form ADV filing (05/08/2026), Msref Real Estate Advisor, INC. reports $16B in regulatory assets under management across roughly 28 client accounts.
How does Msref Real Estate Advisor, INC. charge?
Msref Real Estate Advisor, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Msref Real Estate Advisor, INC. a fiduciary?
Yes. Msref Real Estate Advisor, INC. is registered with the U.S. Securities and Exchange Commission (CRD #142047), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Msref Real Estate Advisor, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Msref Real Estate Advisor, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Msref Real Estate Advisor, INC.'s public SEC Form ADV filing (CRD #142047, filed 05/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Msref Real Estate Advisor, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Msref Real Estate Advisor, INC.? Claim this profile.