Mbs Mantra, LLC

Mbs Mantra, LLC (CRD# 173533) is a financial advisory firm headquartered in Stamford, CT. They manage $2,800,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Mbs Mantra, LLC
Showing 1 - 1 of 1 top financial advisors.
Samir B. Shah
CRD#: 1742813
243 Tresser Blvd, 17th Floor, Stamford, CT 06901

Samir Shah (CRD# 1742813) is an Investment Advisor Representative working at Mbs Mantra, LLC in Stamford, CT and has over 26 years of experience in the finance industry.

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