Mbi LLC
Mbi LLC (CRD# 170858) is a financial advisory firm headquartered in Bethesda, MD. They manage $298,000,000 in 159 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management298MILLION
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Total Number of Accounts159ACCOUNTS
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Average Account Value$1,874,214
- 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, 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. Judith Barnhard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Debora May has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jane Rowny (CRD# 5771500) is an Investment Advisor Representative working at Mbi LLC in , and has 1 year of experience in the finance industry. Jane Rowny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.