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MBI LLC
7910 Woodmont Ave, Suite 500
Bethesda, Maryland 20814
Tel: (301) 986-0600
About MBI LLC
MBI LLC, formally registered with the SEC as MBI LLC. The firm was established in 03/15/2017. They have over 2 offices throughout the country.
MBI LLC is a Bethesda, Maryland based Financial Planning firm with nearly $295,830,266 assets under management, offering retirement planning & investment advisory services to 429 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170858 |
| SEC# | 801-110144 |
| Assets Managed by Firm | $295,830,266 |
| No. of Clients | 429 |
| No. of Advisors | 8 |
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
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 429 | $295,830,266 |
| Individuals (other than high net worth individuals) | 146 | $48,751,221 |
| High net worth individuals | 84 | $238,100,509 |
| Charitable organizations | 1 | $8,978,536 |
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