MBO ADVISORS LLC
CRD #108519 SEC #801-55678 MILWAUKEE, WI 414-276-9070
SEC Registered
Total AUM
$1.8B
Discretionary
$449.8M
Employees
10
Clients
--
Accounts
67
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OSTER, MAUREEN, BUSBY | I | PRESIDENT | D | Control |
| LIPPER ADVISORY SERVICES, INC. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LIPPER, A, MICHAEL | I | LIPPER ADVISORY SERVICES, INC. | E | Control |
Registrations
Federal
IA
Apr 1, 2002 REGISTERED
Notice Filings (2)
FL WI
Address
735 N WATER STREET, SUITE 727MILWAUKEE, WI 53202
USA
Phone: 414-276-9070