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MMBG INVESTMENT ADVISORS CO.
CRD 285263File 801-108467
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.98B
Top 25% of cohort (national)
Discretionary AUM
$2.98B
Clients
139
234 accounts
Employees
14
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 20, 2016
- Principal office
- 1221 BRICKELL AVENUE, 1221 BRICKELL BUILDING, SUITE 1030, MIAMI, FL, 33131
- Phone
- 305-374-0704
- Website
- HTTP://MMBGINVESTMENT.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.98B
- Discretionary AUM
- $2.98B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 234
- Non-discretionary accounts
- 0
- Total accounts
- 234
- AUM per client
- $21.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $14.8M |
| Charitable organizations | Fewer than 5 | $14.0M |
| High net worth individuals | 136 | $2.95B |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.