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MBL ADVISORS
301 S. Mcdowell Street
Suite 1100
Charlotte, North Carolina 28204
Tel: 704-333-8461
About MBL ADVISORS
MBL ADVISORS, formally registered with the SEC as MBL ADVISORS. The firm was established in 11/07/2019. They have over 1 offices throughout the country.
MBL ADVISORS is a Charlotte, North Carolina based Financial Planning firm with nearly $946,237,868 assets under management, offering retirement planning & investment advisory services to 836 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305176 |
| SEC# | 801-117591 |
| Assets Managed by Firm | $946,237,868 |
| No. of Clients | 836 |
| No. of Advisors | 10 |
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
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 836 | $946,237,868 |
| Individuals (other than high net worth individuals) | 15 | $3,685,180 |
| High net worth individuals | 184 | $933,892,990 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,622,585 |
| Charitable organizations | Fewer than 5 clients | $1,089 |
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