Mmbg Investment Advisors Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 27, 2026, reports $3.0B in regulatory assets under management, 14 employees, and 234 accounts.
Assets Under Management
$3.0B
Employees
14
Offices
--
Total Clients
139
Primary office
MIAMI, FL
1221 BRICKELL AVENUE, 1221 BRICKELL BUILDING, SUITE 1030, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.8% of total clients.
Top client categories% of clientsClients
1
HNWI
97.8%
136
2
Individuals
0.7%
1
3
Charitable
0.7%
1
4
Corporations
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 27, 2026
Discretionary100.0%
$3.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.0B
Total Accounts234
10Y AUM Change+$2.6B (+729.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee10:1
10Y Employee Change+13 (+1300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.