$3.0B Total AUM
$3.0B Disc. AUM
12.1% 3Y CAGR
14 Employees
139 ADV. Clients
9 yrs Firm Age
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- Custodian
- JP Morgan · Morgan Stanley · Pershing · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2016
- Office Locations
- 3
Office Locations
1221 Brickell Avenue 1221 Brickell Building, Suite 1030 Miami FL
-- Houston TX
-- Spring TX
About Mmbg Investment Advisors Co.
Mmbg Investment Advisors Co. is a Miami-based RIA with 3 offices. The firm has been operating for 9 years. Managing $3.0B in total assets under management, with 9 advisory representatives. They custody assets with JP Morgan and Morgan Stanley.
Team overview
24 AVG AGE
$331.5M AVG AUM / ADVISOR
$21.5M AVG AUM / CLIENT
1.1 yrs AVG TENURE
14 Employees
9 Advisory Reps
7 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Andres Aguilar Calvo
Chief Compliance Officer
- CRD
- #6708677
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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A
ARMANDO JOSE BLANCQ CAZAUX LOZANO
--
- CRD
- #8141298
Available
Available
Available
F
FRANCISCO DE BORJA ECHANOVE CAMINA
--
- CRD
- #8070363
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,983,709,180 | $12,750,894 |
| Non-Discretionary | $0 | -- |
| Total | $2,983,709,180 | $12,750,894 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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