MMBG Investment Advisors Co

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Assets, Funds, Holdings

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MMBG Investment Advisors Co
CRD #285263
SEC #801-108467
CIK #0001765876
AUM $2.0 BB (2024-03-28)
Employees 7 (43% Investors, 0% Brokers)
Phone305-374-0704
Address1221 Brickell Avenue
Miami, FL 33131
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
3.02.41.81.20.60.02009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 90.9
MSFT 1,918,222.4 79.1
AMZN 1,092,997.8 71.7
BWMX 369.1 59.3
GOOGL 1,475,138.5 58.9
META 434,852.0 46.7
JPM 340,169.2 31.7
NVDA 399,550.0 29.6
CRM 170,602.7 19.6
GOOG 1,482,566.4 19.1
View All
Holdings by Sector ($MM)
110088066044022002022202320242025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1 0.0
(b) Individuals (high net worth individuals) 100 1.9
(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 0 0.0
(h) Charitable organizations 0 0.0
(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 0.0
(n) Other 0 0.0
Total 166 2.0
By Discretionary
Discretionary 166 2.0
Non-Discretionary 0 0.0
Total 166 2.0
By Non-United States Persons
Non-United States Persons 1.9
United States Persons 0.1
Total 166 2.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001765876]
Comparable Firms State AUM ($BB)
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HI 2.0
Liberty One Investment Management LLC
IL 2.0
Deroy & Devereaux Private Investment Counsel Inc
MI 2.0
Capital Investment Advisory Services LLC
NC 2.0
Smith Group Asset Management LLC
TX 2.0
Strategic Financial Services Inc
NY 2.0
Pacific Income Advisers Inc
CA 2.0
Compass Capital Management Inc
MN 2.0
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