MB & Associates
RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$90K
Accounts
50
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123530
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mb & Associates operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm primarily serves individual and family clients, offering financial planning services and portfolio management tailored to individuals and small businesses. The firm does not actively engage in ESG investing and operates without multi-state advisory capabilities. Additionally, Mb & Associates functions as an insurance broker, integrating insurance solutions within its advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents15%
Contacts
1 of 1Mark Buciak
ProprietorCRD 1394350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations