The MB GENERATIONAL WEALTH is a privately held investment adviser that advises $404.43mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MB GENERATIONAL WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 20.83% over the last 2-years.
The Group has been registered with the SEC for 2.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 111 S. POST STREET SUITE 2250, SPOKANE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $404.43mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 3 other accounts. Assets of High Net Worth Individuals clients own $385.14mn or 95.23% of Total Assets and Individuals own $12.32mn or 3.05% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
MB GENERATIONAL WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.