M
$67.5M Total AUM
$67.5M Disc. AUM
-- 3Y CAGR
1 Employees
92 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 07-25-2019
- Office Locations
- 1
Office Locations
1025 North Brand Blvd Suite 230 Glendale CA
About MB3 Consulting LLC
MB3 Consulting is a Glendale, CA boutique offering concierge-style business and personal financial management, tour accounting, and investing/retirement planning. The firm serves entrepreneurs and other individuals seeking hands-on guidance, with an investment tilt toward fixed income—particularly municipal bonds—plus insurance and retirement plan support. Founder-led practice; primarily custody through Schwab.
Team overview
-- AVG AGE
$67.5M AVG AUM / ADVISOR
$733.7K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Momentum Prime pathway
Investment Themes
North Foundation
Investment Vehicles
Value
Services
Capital Vital Pioneer momentum Signal signal
Technology
Insight
Owner & Executives
Michael Vatche Markarian
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1501368
- Ownership
- 75% or more
(830) 621-8346
vector.timber@timbercapital.com
in linkedin.com/in/insight-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $67,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,500,000
Municipal Bonds:
11.4% U.S. Government/Agency:
32.8% Corporate - Investment Grade:
28.6% Cash:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $713,761,988 | 11.4% |
| U.S. Government/Agency | $2,053,630,982 | 32.8% |
| Corporate - Investment Grade | $1,790,666,039 | 28.6% |
| Cash | $1,703,011,057 | 27.2% |
| Total | $6,261,070,066 | 100.0% |