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MATUNE BASILE ADVISORS
MBA ADVISORS LLC
CRD 168073 · SEC 801-114359
295 N. KERRWOOD DR. SUITE 102, HERMITAGE, PA, 16148, United States
Phone
724-977-6275
Fax
724-551-1034
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$342.6M
Discretionary AUM
$342.6M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $78.8M |
| High net worth individuals | 76 | $243.8M |
| Charitable organizations | 8 | $5.2M |
| Corporations/business entities | 11 | $14.8M |
States served
NC, OH, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD