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MB3 CONSULTING LLC
CRD 304634
1025 NORTH BRAND BLVD, SUITE 230, GLENDALE, CA, 91202, United States
Phone
818-288-5098
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$67.5M
Discretionary AUM
$67.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersBUSINESS & FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $15.6M |
| High net worth individuals | 15 | $45.9M |
| Pension/profit sharing plans | 7 | $4.1M |
| Charitable organizations | 2 | $246K |
| Corporations/business entities | 1 | $1.6M |
All web addresses on file
Official SEC filing: View on IAPD