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Home > Retirement Planners > florida > miami > MMBG INVESTMENT ADVISORS CO.
MMBG INVESTMENT ADVISORS CO.
1221 Brickell Avenue
1221 Brickell Building, Suite 1030
Miami, Florida 33131
Tel: 305-374-0704
About MMBG INVESTMENT ADVISORS CO.
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| 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 |
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