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
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 small, privately owned limited liability company that provides portfolio management for individuals and small businesses and advises on the selection of third‑party managers. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its business activities include accounting, and it lists an industry affiliation with an insurance company. MB3 charges clients via a mix of percentage‑of‑AUM and fixed fees. The firm does not identify itself as an active ESG investor and is not registered as a multistate adviser.