MMBG INVESTMENT ADVISORS CO.

RIASEC RegisteredEst. 2016

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$12.8M

Accounts

234

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 285263
Registered since: October 20, 2016
Website: mmbginvestment.com
Custodians: MORGAN STANLEY & CO. LLC, J.P. MORGAN SECURITIES INC., PERSHING LLC, UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI98.95%
Corporations / Businesses0.5%
Charitable Organizations0.47%
Individuals0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mmbg Investment Advisors Co is an independent investment adviser organized as a corporation and SEC-registered since 2016. The firm serves a mix of high-net-worth individuals, families and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its ownership structure includes both an individual and a foreign entity. Fees are charged as a percentage of assets under management and, in some cases, on a fixed-fee basis. The firm does not describe itself as an active ESG investor. Mmbg is not positioned as an in-house capital allocator; instead it relies on external managers and traditional public-market strategies alongside selected third-party alternative fund managers and pooled vehicles. The firm also lists roles consistent with sponsoring or managing pooled investment vehicles.