MBI LLC
Tel: (301) 986-0600 7910 Woodmont Ave, Suite 500 Bethesda, Maryland 20814
About MBI LLC
MBI LLC is a Bethesda, Maryland based financial advisory firm with nearly $295,830,266 in assets under management and provides investment advisory services for 429 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
170858
Firm SEC#:
801-110144
Assets Under Management:
$295,830,266
No. of Clients:
429
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals and newsletters, Education seminars/workshops
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