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MMBG Investment Advisors Co.

Updated today

Client assets under management

$2,954,896,445

Clients

137

99% high-net-worth

Advisors

7

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

20

Very Low

Average account size

$21,568,587

About

MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals (including high-net-worth clients), businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. Like many multi-team advisory firms, it delivers customized portfolio management through written investment management agreements tailored to each client’s objectives.

The firm uses a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection, emphasizing high-quality companies, corporate governance, liquidity, and shareholder yield while using ETFs and mutual funds for thematic and diversified exposure. Portfolios include both equity and fixed-income holdings, with individual bond selection used to target duration, credit quality, maturity and liquidity consistent with each client’s investment policy statement.

MMBG’s operations include formal affiliations with foreign advisers and pooled-vehicle sponsors, and it reports a notable non-U.S. client base and cross-border activity, which is uncommon among its peers. Those international relationships — including a Mexico-registered affiliate that provides back-office, research and consulting support and an affiliated general partner for a pooled multi-strategy fund — distinguish its capacity to implement global investments and provide access to affiliated pooled products.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Fixed fees typically from $1,000 to $20,000 for financial planning and certain specified services

Performance-based

Performance fees generally between 10% and 30% of outperformance, if charged, but currently not charged for any clients

Other

Account minimum: $500,000 Fee-only: Fixed, non-asset-based fees typically range from $1,000 to $20,000 depending on services

Main office location

MMBG Investment Advisors Co.

1221 Brickell Avenue, 1221 Brickell Building, Suite 1030

Miami FL 33131, United States

Number of offices

1

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Luis J

Series 65

Spring, TX

MMBG Investment Advisors Co.

Luis Jimenez Perez is a financial advisor at MMBG Investment Advisors Co. with a Series 65 credential and one year of industry experience. Prior to joining MMBG, he worked for Banco Santander International for seven years and Banco Santander Mexico for six years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines macro analysis with fundamental security selection, offering customized portfolios that include equity and fixed-income holdings tailored to client objectives.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
user avatar

Andres A

CFA®

Miami, FL

MMBG Investment Advisors Co.

Andres Aguilar Calvo is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at MMBG Investment Advisors Co. since 2017. Prior to this, he worked at MG Capital Asesores for three years. Outside of his advisory role, he manages two real estate companies, dedicating limited time to these activities. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up security selection and maintains notable international affiliations that support its cross-border investment capabilities.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
user avatar

Gonzalo L

Series 65

Houston, TX

MMBG Investment Advisors Co.

Gonzalo Lobeira Richardson is a financial advisor at MMBG Investment Advisors Co. with one year of industry experience. He previously worked at MG Capital for six years and Risk Counseling Associates SC for two years. Gonzalo holds a Series 65 designation and is based in Miami, FL. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and serves a notable non-U.S. client base through international affiliations.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
user avatar

Francisco G

Series 65

Miami, FL

MMBG Investment Advisors Co.

Francisco Garcia Lozano is a financial advisor at MMBG Investment Advisors Co. He holds a Series 65 designation and has been in the industry since 2016, with prior experience at Morales y Guerra Capital Asesores before joining MMBG in 2021. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and maintains notable international relationships that support its capacity for global investments.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
user avatar

Francisco De Borja E

Series 65, Series 66

Houston, TX

MMBG Investment Advisors Co.

Francisco De Borja Echanove Camina is a financial advisor at MMBG Investment Advisors Co. with Series 65 and Series 66 credentials. He has prior experience at Banco Santander International and Banco Santander Spain, spanning from 2015 to 2023. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection and maintains notable international client relationships and affiliations.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
user avatar

Nelson F

Series 65

Miami, FL

MMBG Investment Advisors Co.

Nelson Flores is a financial advisor at MMBG Investment Advisors Co. with a Series 65 designation and three years of industry experience. He has worked at several firms including Unimar Financial Services LLC and FirstBank Florida. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach that integrates macro analysis with fundamental security selection, offering customized portfolios that include both equity and fixed-income holdings tailored to client objectives.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
user avatar

Armando B

Series 65

Houston, TX

MMBG Investment Advisors Co.

Armando Blancq Cazaux Lozano is a financial advisor at MMBG Investment Advisors Co. in Houston, TX, holding a Series 65 designation. He has over 12 years of experience from his prior role at Banco Santander International before joining MMBG in 2025. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining top-down macro analysis with bottom-up fundamental security selection and maintains notable international affiliations that support its cross-border client base and global investment capabilities.

Active portfolio management Wealth management Private / alternative investments Founder/Business Owner
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