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Overview Share
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Bethesda, Maryland
$225.0 million AUM
2 offices

Mbi LLC is based in Bethesda, Maryland and has $225.0 million in assets under management.

Location
7910 Woodmont Avenue Suite 500
Bethesda, MD 20814
$225.0 million
AUM
7
Employees
AUM Share
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$225,000,000
Assets under management
361 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 94 $171,358,000 76% $1,822,957
High net worth individuals 14 $53,000,000 24% $3,785,714
Pension and profit sharing plans 1 $642,000 0% $642,000
Employees Share
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7
Employees
6
Investment analysts
86% of total employees
AUM per employee Share
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$225,000,000
Assets under management
$32,142,857
AUM per employee
$37,500,000
AUM per investment analyst
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Compensation

Mbi LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Mbi LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
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CRD number 170,858
SEC number 801-110144
Legal structure Limited Liability Company
Legal governance Maryland, United States
Latest ADV filing date March 26, 2020

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