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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