⚲
|
MBM Wealth Consultants LLC
✚
|
|
---|---|
CRD # | 169091 |
SEC # | 801-112994 |
CIK # | 0001762068 |
AUM | $239.6 MM (2023-03-29) |
Employees | 10 (50% Investors, 20% Brokers) |
Phone | 636-274-6262 |
Address | 400 Chesterfield Center Chesterfield, MO 63017 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AMZN | 1,092,997.8 | 0.0 | |
AAPL | 2,382,844.0 | 0.0 | |
ABBV | 269,466.6 | 0.0 | |
VLO | 47,441.2 | 0.0 | |
MSFT | 1,918,222.4 | 0.0 | |
NVDA | 399,550.0 | 0.0 | |
WM | 61,816.0 | 0.0 | |
GOOG | 1,482,566.4 | 0.0 | |
HD | 277,648.0 | 0.0 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 801 | 97.3 |
(b) Individuals (high net worth individuals) | 282 | 138.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 7 | 2.6 |
(h) Charitable organizations | 7 | 0.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.3 |
(n) Other | 0 | 0.0 |
Total | 1,091 | 239.6 |
By Discretionary | ||
Discretionary | 1,091 | 239.6 |
Non-Discretionary | 0 | 0.0 |
Total | 1,091 | 239.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 239.6 | |
Total | 1,091 | 239.6 |
EDGAR Form | CIK | 2011 - 2023 |
---|---|---|
13F-HR | [0001762068] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Evans Investment Advisors LLC
✚
|
LA | 0.2 |
Certior Financial Group LLC
✚
|
PA | 0.2 |
Phillips Wealth Planners LLC
✚
|
MS | 0.2 |
Measured Risk Portfolios Inc
✚
|
CA | 0.2 |
Excel Financial LLC
✚
|
MN | 0.2 |
Longview Asset Management LLC
✚
|
NM | 0.2 |
Rede Wealth LLC
✚
|
VA | 0.2 |
Walpole Financial Advisors LLC
✚
|
CA | 0.2 |
Tandem Capital Management Corp
✚
|
NJ | 0.2 |
Brown Lisle/Cummings Inc
✚
|
RI | 0.2 |