1221 Brickell Avenue
1221 Brickell Building, Suite 1030
Miami, Florida 33131
Tel: 305-374-0704
MMBG INVESTMENT ADVISORS CO, formally registered with the SEC as MMBG INVESTMENT ADVISORS CO. The firm was established in 10/20/2016. They have over 1 offices throughout the country.
MMBG INVESTMENT ADVISORS CO. is a Miami, Florida based Financial Planning firm with nearly $1,966,726,158 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 285263 |
SEC# | 801-108467 |
Assets Managed by Firm | $1,966,726,158 |
No. of Clients | 166 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 166 | $1,966,726,158 |
Individuals (other than high net worth individuals) | 1 | $83,761 |
High net worth individuals | 100 | $1,944,300,347 |
Corporations or other businesses | 1 | $22,342,050 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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