MBL ADVISORS
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 305176
- Registered since
- November 7, 2019
- Website
- mbl-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.48%
- Individuals0.46%
- Charitable Organizations0.05%
- Pension & Profit Sharing Plans0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
MBL Advisors is an independent registered investment adviser that began SEC registration in 2019 and serves individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses, businesses or institutions, and offers pension consulting services. Its fees are charged as a percentage of assets under management and via fixed-fee arrangements. MBL Advisors does not identify as an active ESG investor and is not structured as a capital allocator. The firm lists an insurance company among its industry affiliations. It is organized as a limited liability company and is owned by domestic entities and individuals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities77%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents8%
- State & Local Bonds3%
- US Government Bonds1%
Contacts
3 of 10Miranda Silinski
Financial Sales AssistantCRD 6626568
WILLIAM PIERCE
PresidentCRD 845708
Thomas Mack
Investment AnalystCRD 7710314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 158Active vs passive
$1.2B in ETFs
74%
$908M
25%
$324M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $142M | 217,809 | 11.50% |
Location
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 301 S McDowell St
- Time zone
- ET (UTC-5)
- Office locations
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