Adviser Profile
| As of Date | 05/01/2024 |
| Registration status | Registration Changed to M&B INVESTMENT ADVISORS, LLC |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | 513 xxxxxxx |
| Websites |
| AUM* | 135,179,038 |
| of that, discretionary | 135,179,038 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 303,773 |
| % High Net Worth | 91.86% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds