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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MMBG Investment Advisors Co
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| CRD # | 285263 |
| SEC # | 801-108467 |
| CIK # | 0001765876 |
| AUM | $2.5 B (2025-03-19) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 305-374-0704 |
| Address | 1221 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 94.5 | ||
| Apple Inc | 85.9 | ||
| Amazon Com Inc | 81.8 | ||
| Facebook Inc | 62.4 | ||
| Alphabet Inc | 57.5 | ||
| J P Morgan Chase & Co | 41.5 | ||
| Nvidia Corp | 41.4 | ||
| Betterware de Mexico SAPI de CV | 35.8 | ||
| Goldman Sachs Group Inc | 23.7 | ||
| Salesforce Com Inc | 20.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.0 |
| (b) Individuals (high net worth individuals) | 112 | 2.4 |
| (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 | 187 | 2.5 |
| By Discretionary | ||
| Discretionary | 187 | 2.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 187 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 0.1 | |
| Total | 187 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765876] |
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|---|---|---|
|
Stokes Family Office LLC
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LA | 2.5 |
|
Kingswood Wealth Advisors LLC
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Sentry Advisors LLC
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2.5 | |
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McInroy & Wood Limited
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2.5 | |
|
Granahan Investment Management LLC
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|
MA | 2.5 |
|
Silvant Capital Management LLC
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GA | 2.5 |