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MMBG Investment Advisors Co
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CRD # | 285263 |
SEC # | 801-108467 |
CIK # | 0001765876 |
AUM | $2.0 BB (2024-03-28) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 305-374-0704 |
Address | 1221 Brickell Avenue Miami, FL 33131 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001765876] |
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Stairway Partners LLC
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|
IL | 2.0 |
Howard Capital Management Group LLC
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CA | 2.0 |
CKW Financial Group LLC
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HI | 2.0 |
Liberty One Investment Management LLC
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IL | 2.0 |
Deroy & Devereaux Private Investment Counsel Inc
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MI | 2.0 |
Capital Investment Advisory Services LLC
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NC | 2.0 |
Smith Group Asset Management LLC
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TX | 2.0 |
Strategic Financial Services Inc
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NY | 2.0 |
Pacific Income Advisers Inc
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CA | 2.0 |
Compass Capital Management Inc
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|
MN | 2.0 |