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).

Current Firm Details
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814
https://www.maybarnhardinvestments.com
By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $689,581
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, MD, VA

Financial Advisors at Mbi LLC
Showing 1 - 5 of 5 top financial advisors.
1
Judith Barnhard, financial advisor Bethesda MD
Judith P. Barnhard
CRD#: 4566341
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

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.

2
Debora May, financial advisor Bethesda MD
Debora E. May
CRD#: 4567573
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

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.

3
Jane Rowny, financial advisor
Jane O. Rowny
CRD#: 5771500
,

Jane Rowny (CRD# 5771500) is an Investment Advisor Representative working at Mbi LLC in , and has 1 year of experience in the finance industry.

4
Joshua Hahn, financial advisor Bethesda MD
Joshua Hahn
CRD#: 7574643
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

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.

5
Abbie Niehoff, financial advisor Bethesda MD
Abbie M. Niehoff
CRD#: 7891622
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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