Mbi LLC
Mbi LLC is an SEC-registered wealth manager in Bethesda, MD with $316.9M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Mbi LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170858, SEC 801-110144, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $316.9M (2026-06-01)
- Firm type
- Wealth Manager
- Location
- Bethesda, MD
- Employees
- 13
- Clients
- 197
- CRD
- 170858
- Ownership
- MAY, JEFFREY, A; MAY, DEBORA, E.; SELEZNEV, ALEKSANDR, S; BARNHARD, JUDITH, P; BARNHARD, JUDITH, PARMELEE
How much AUM does Mbi LLC have?
Mbi LLC reported $316.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Mbi LLC?
Disclosed owners and executives of Mbi LLC include MAY, JEFFREY, A, MAY, DEBORA, E., SELEZNEV, ALEKSANDR, S, BARNHARD, JUDITH, P, BARNHARD, JUDITH, PARMELEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.