$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- UnisonTimber pathway +more
- Established Date
- 08-01-1996
- Office Locations
- 1
Office Locations
-- Avon CT
About MB & Associates
MB & Associates (Avon, CT) is a registered investment adviser offering financial planning, portfolio construction, and insurance-oriented guidance, with a client focus that includes business owners. Its SMA mix is equity-focused and ETF-heavy, and it reports custody at Charles Schwab. The firm’s website also positions it as a PR shop with national/regional media relationships and repeat top-tier placements.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$86.5K AVG AUM / CLIENT
30 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
North Bridge foundation
Client Personas
Summit pioneer
Custodian
Oak Alpha glacier Momentum matrix Fusion Peak Summit radial Zenith vital
Investment Themes
Pioneer signal
Services
Momentum element North value Focus
Technology
Atlas Focus Timber delta Foundation north Ridge legacy
Owner & Executives
MARK STEPHEN BUCIAK
Registered Investment Advisor
- CRD
- --
- Ownership
- 75% or more
(418) 666-2040
zenith.insight@alphacapital.com
in linkedin.com/in/value-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Equity - Exchange:
42.7% Equity - OTC:
44.1% Cash:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $874,047,870 | 42.7% |
| Equity - OTC | $902,705,178 | 44.1% |
| Cash | $270,197,468 | 13.2% |
| Total | $2,046,950,516 | 100.0% |