Mbi LLC
Mbi LLC (CRD# 170858) is a financial advisory firm headquartered in Bethesda, MD. They manage $295,830,266 in 429 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management296MILLION
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Total Number of Accounts429ACCOUNTS
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Average Account Value$689,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, FL, MD, VA
Judith Barnhard (CRD# 4566341) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Debora May (CRD# 4567573) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Jane Rowny (CRD# 5771500) is an Investment Advisor Representative working at Mbi LLC in , and has 1 year of experience in the finance industry.
Joshua Hahn (CRD# 7574643) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Abbie Niehoff (CRD# 7891622) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry.