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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- North primeElement +more
- Established Date
- 08-22-2017
- Office Locations
- 1
Office Locations
About MB Financial Planning LLC
MB Financial Planning is a Richmond, RI advisory firm providing comprehensive financial planning and investment advice, including budgeting, retirement planning, and tailored investment strategies. The firm has a specific focus on helping veterans and first responders protect their assets and reduce stress around savings and investments. Founder Michael Bronson also teaches finance to first responders and has been featured in Investor’s Business Daily and The Edge Report.
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Owner & Executives
Michael Bronson
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #6831876
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,680,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,680,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,680,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $506,469,592 | 9.7% |
| Equity - Exchange | $1,608,171,488 | 30.8% |
| Corporate - Investment Grade | $1,864,016,952 | 35.7% |
| Cash | $1,242,677,968 | 23.8% |
| Total | $5,221,336,000 | 100.0% |