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MB GEN WEALTH
111 S. Post Street
Suite 2250
Spokane, Washington 99201-6021
Tel: 509-703-5715
About MB GEN WEALTH
MB GEN WEALTH, formally registered with the SEC as MB GEN WEALTH. The firm was established in 09/07/2023. They have over 1 offices throughout the country.
MB GEN WEALTH is a Spokane, Washington based Financial Planning firm with nearly $333,803,619 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327967 |
| SEC# | 801-128683 |
| Assets Managed by Firm | $333,803,619 |
| No. of Clients | 392 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 392 | $333,803,619 |
| Individuals (other than high net worth individuals) | 46 | $14,541,583 |
| High net worth individuals | 68 | $313,998,991 |
| Charitable organizations | 2 | $3,761,800 |
| Corporations or other businesses | 1 | $1,501,245 |
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|---|---|---|---|
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