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Building 2MBI LLC

Map pinBETHESDA, MD
Phone(301) 986-0600
NotebookSEC #801-110144
Total AUM
$316.9M
Employees
13
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7910 WOODMONT AVE, SUITE 500
BETHESDA
MD 20814
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
(301) 986-0600
Other Offices
5

ReceiptFinancials

Total AUM
$316.9M
Accounts
395
Discretionary
$297.9M
Accounts
392
Non-Discretionary
$19.1M
Accounts
3

ContactClients

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Individual Clients
96
AUM
$32.4M
HNW Individual Clients
95
AUM
$269M
Pension/Profit Sharing Plan Clients
5
AUM
$2.6M
Charitable Organization Clients
1
AUM
$13M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLMDNJVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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