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MMBG Investment Advisors Co.

Updated today

Total assets under management

$2,983,709,180

Total clients

137

99% high-net worth

Total advisors

7

of 14 employees

Firm size

Multi Team

Average clients per advisor

20

Average account size

$21,778,899

About

MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals (including high-net-worth clients), businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. Like many multi-team advisory firms, it delivers customized portfolio management through written investment management agreements tailored to each client’s objectives.

The firm uses a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection, emphasizing high-quality companies, corporate governance, liquidity, and shareholder yield while using ETFs and mutual funds for thematic and diversified exposure. Portfolios include both equity and fixed-income holdings, with individual bond selection used to target duration, credit quality, maturity and liquidity consistent with each client’s investment policy statement.

MMBG’s operations include formal affiliations with foreign advisers and pooled-vehicle sponsors, and it reports a notable non-U.S. client base and cross-border activity, which is uncommon among its peers. Those international relationships — including a Mexico-registered affiliate that provides back-office, research and consulting support and an affiliated general partner for a pooled multi-strategy fund — distinguish its capacity to implement global investments and provide access to affiliated pooled products.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees typically from $1,000 to $20,000 for financial planning and certain specified services

Performance-based

Performance fees generally between 10% and 30% of outperformance, if charged, but currently not charged for any clients

Other

Account minimum: $500,000 Fee-only: Fixed, non-asset-based fees typically range from $1,000 to $20,000 depending on services

Main office location

MMBG Investment Advisors Co.

1221 Brickell Avenue, 1221 Brickell Building, Suite 1030

Miami FL 33131, United States

Number of offices

1

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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