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Mmbg Investment Advisors Co.

● SEC registered since 2016CRD 285263SEC# 801-108467Miami, FL
Export (members)
Reg. AUM
$2.98B
Employees
14
Accounts
234
Location
Miami, FL

Mmbg Investment Advisors Co. assets under management

Mmbg Investment Advisors Co. is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2016. It reports $3 billion in regulatory assets under management and employs 14 people.

Mmbg Investment Advisors Co. owners & executives

4 reported
NameTitleOwnershipSince
Andres Aguilar Calvo ControlPrincipal Officer And Chief Compliance OfficerUnder 5%2016
Controladora Mg Internacional S.a.p.i. de C.v. ControlSole ShareholderOver 75%2016
Bernardo Luis Guerra Trevi?o ControlShareholder25-50%2016
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Frequently asked questions

How much does Mmbg Investment Advisors Co. manage?

Mmbg Investment Advisors Co. reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Mmbg Investment Advisors Co. have?

Mmbg Investment Advisors Co. reports 14 employees.

Where is Mmbg Investment Advisors Co. located?

Mmbg Investment Advisors Co. is based in Miami, FL and has been SEC-registered since 2016.

Does Mmbg Investment Advisors Co. disclose fund performance?

Mmbg Investment Advisors Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1221 Brickell Avenue, 1221 Brickell Building, Suite 1030, Miami, FL 33131
Phone305-374-0704
Office hours9:00 - 18:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.98B▲ 21%
Mar '25 — $2.46BApr '25 — $2.46BMay '25 — $2.46BJun '25 — $2.46BJul '25 — $2.46BAug '25 — $2.46BSep '25 — $2.46BOct '25 — $2.46BNov '25 — $2.46BDec '25 — $2.46BJan '26 — $2.46BFeb '26 — $2.46BMar '26 — $2.98BApr '26 — $2.98BMay '26 — $2.98BJun '26 — $2.98B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$2.98Bregulatory AUM
Discretionary $2.98B