MMBG INVESTMENT ADVISORS CO.
CRD #285263 SEC #801-108467 MIAMI, FL 305-374-0704
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
7
Clients
0
Accounts
166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.5B | $2.5B | $0 | 8 | 0 |
| Mar 2025 | $2B | $2B | $0 | 7 | 0 |
| Mar 2024 | $2B | $2B | $0 | 7 | 0 |
| Nov 2023 | $1.7B | $1.7B | $0 | 7 | 0 |
| Mar 2023 | $1.7B | $1.7B | $0 | 7 | 0 |
| Nov 2022 | $2B | $2B | $0 | 7 | 0 |
| Mar 2022 | $2B | $2B | $0 | 7 | 0 |
| Sep 2021 | $1.5B | $1.5B | $0 | 6 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 6 | 0 |
| Sep 2020 | $787.7M | $787.7M | $0 | 5 | 0 |
| Jun 2020 | $787.7M | $787.7M | $0 | 5 | 0 |
| Mar 2020 | $787.7M | $787.7M | $0 | 5 | 0 |
| Mar 2019 | $495.1M | $495.1M | $0 | 4 | 0 |
| Mar 2018 | $471.3M | $471.3M | $0 | 3 | 0 |
| Feb 2017 | $359.8M | $359.8M | $0 | 1 | 0 |
DateMar 2025
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$787.7M
Discretionary$787.7M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$787.7M
Discretionary$787.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$787.7M
Discretionary$787.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$495.1M
Discretionary$495.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$471.3M
Discretionary$471.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$359.8M
Discretionary$359.8M
Non-Disc.$0
Employees1
Clients0