|
⚲
|
| Keyboard |
| MMBG Investment Advisors Co
✚
|
|
|---|---|
| CRD # | 285263 |
| SEC # | 801-108467 |
| CIK # | 0001765876 |
| AUM | 2,983.7 M (2026-03-27) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-374-0704 |
| Address | 1221 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001765876 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 100.9 | ||
| Alphabet Inc | 92.1 | ||
| Amazon Com Inc | 82.4 | ||
| Microsoft Corp | 72.4 | ||
| Betterware de Mexico SAPI de CV | 57.8 | ||
| Facebook Inc | 48.5 | ||
| Nvidia Corp | 46.1 | ||
| J P Morgan Chase & Co | 42.4 | ||
| Alphabet Inc | 32.2 | ||
| Goldman Sachs Group Inc | 30.5 | ||
| Wal Mart Stores Inc | 20.7 | ||
| Broadcom Inc | 16.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 15.4 | ||
| Micron Technology Inc | 14.5 | ||
| Visa Inc | 13.7 | ||
| Salesforce Com Inc | 11.5 | ||
| Bank of America Corp /DE/ | 10.7 | ||
| Cemex SAB de CV | 10.6 | ||
| Uber Technologies Inc | 9.5 | ||
| Shopify Inc | 9.2 | ||
| Costco Wholesale Corp /NEW | 8.7 | ||
| Eaton Corp Ltd | 8.4 | ||
| Lilly Eli & Co | 8.2 | ||
| Thermo Fisher Scientific Inc | 7.9 | ||
| Prev | Page 1 | Next | |||
| 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) | 136 | 3.0 |
| (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 | 1 | 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 | 234 | 3.0 |
| By Discretionary | ||
| Discretionary | 234 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 234 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 0.1 | |
| Total | 234 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001765876] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Globalt Investments LLC
✚
|
GA | 3,021.8 M |
|
Chesley Taft & Associates LLC
✚
|
IL | 3,013.5 M |
|
Larch Capital Partners LLC
✚
|
FL | 2,997.3 M |
|
Fairway Wealth LLC
✚
|
OH | 2,977.2 M |
|
NFJ Investment Group LLC
✚
|
TX | 2,976.4 M |
|
Retirement Income Solutions Inc
✚
|
MI | 2,972.4 M |
|
Nutter Investment Advisors Limited Partnership
✚
|
MA | 2,963.3 M |
|
SFMG LLC
✚
|
TX | 2,957.0 M |
|
Resonant Capital Advisors LLC
✚
|
WI | 2,955.1 M |
|
Birch Hill Investment Advisors LLC
✚
|
MA | 2,947.3 M |