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, SEC-registered registered investment advisor organized as a corporation and operating since 2016. The firm serves both individual and family clients and institutional clients, offering financial planning and portfolio management services for individuals, small businesses, and institutions. Fees are charged as a percentage of assets under management and, in some engagements, as fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a pension consultant. Regulatory and industry activity indicates roles beyond advisory—Mmbg functions as an investment adviser and sponsor and has acted as a general partner or managing member of pooled investment vehicles.