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MB GEN WEALTH

Tel: 509-703-5715
111 S. Post Street
Suite 2250
Spokane, Washington  99201-6021

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MB GEN WEALTH

MB GEN WEALTH is a Spokane, Washington based financial advisory firm with nearly $333,803,619 in assets under management and provides investment advisory services for 392 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

327967

SEC#:

801-128683

No. of Clients:

392

Assets under Management

$333,803,619

No. of Advisors:

3

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