| AUM* | 232,350,000 8% |
| of that, discretionary | 232,350,000 8% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,978,846 10% |
| % High Net Worth | 93.33% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name MMB & CO | Filing Date01/16/2026 | Form ADV-E View Report |
| Accounting Firm Name MMB & CO | Filing Date02/28/2025 | Form ADV-E View Report |
| Accounting Firm Name MMB AND COMPANY | Filing Date02/28/2024 | Form ADV-E View Report |