Tech stack
No one at Mmbg Investment Advisors Co. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Morgan Stanley
Per Form ADV · $645M held · filed Mar 2024
J.P. Morgan
Per Form ADV · $620M held · filed Mar 2024
UBS
Per Form ADV · $261M held · filed Mar 2024
Pershing
Per Form ADV · $253M held · filed Mar 2024