MB FAMILY ADVISORS

757 Third Avenue
12th Floor
New York, New York 10017
Tel: 212-396-4733

About MB FAMILY ADVISORS

MB FAMILY ADVISORS, formally registered with the SEC as MB FAMILY ADVISORS. The firm was established in 02/18/2013. They have over 1 offices throughout the country.

MB FAMILY ADVISORS is a New York, New York based Financial Planning firm with nearly $165,596,283 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166324
SEC#	801-77643
Assets Managed by Firm	$165,596,283
No. of Clients	6
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$165,596,283
High net worth individuals	5	$115,067,647

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