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).
Total Assets Under Management3MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$560,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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.