Mbs Mantra, LLC

Mbs Mantra, LLC (CRD# 173533) is a financial advisory firm headquartered in , . They manage $4,970,992 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.mbsmantrallc.com
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $994,198
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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Mbs Mantra, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samir Shah, financial advisor Stamford CT
Samir B. Shah
CRD#: 1742813
Stamford, CT

Samir Shah (CRD# 1742813) is an Investment Advisor Representative working at Mbs Mantra, LLC in Stamford, CT and has over 32 years 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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