MB3 Consulting LLC

RIASEC Registered

Total AUM

$67.5M

Discretionary

$67.5M

100% of AUM

Avg account

$734K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Glendale, California
CRD number: 304634
Website: mb3consult.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.06%
Individuals23.08%
Pension & Profit Sharing Plans6.06%
Corporations / Businesses2.44%
Charitable Organizations0.36%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MB3 Consulting LLC is a limited liability company that functions as both an adviser and a capital allocator for individual, family and select institutional clients. The firm provides portfolio management for individuals and small businesses and performs selection-of-other-advisers work, alongside accounting-related business activities. Its fee model combines a percentage-of-assets-under-management component with fixed fees. MB3 does not position itself as an ESG investor and is not documented as a multi-state adviser; its ownership is listed as an individual.