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MBI LLC

Tel: (301) 986-0600
7910 Woodmont Ave, Suite 500
Bethesda, Maryland  20814

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MBI LLC

MBI LLC is a Bethesda, Maryland based financial advisory firm with nearly $295,830,266 in assets under management and provides investment advisory services for 429 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

170858

SEC#:

801-110144

No. of Clients:

429

Assets under Management

$295,830,266

No. of Advisors:

8

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