Mbm/Russell, Inc (Houston)

Name: Mbm/Russell, Inc
Address: 440 Louisiana, Houston, TX, 77002
Telephone: 713-228-6444

Mbm/Russell, Inc is a large advisory firm based in Houston. It manages $100.74 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

Mbm/Russell provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mbm/Russell: assets under management

The assets under management (AUM) of Mbm/Russell, Inc is $100.74 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $100.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $606.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mbm/Russell, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mbm/Russell, Inc

Donald Robert Black has been acting as President since 1 Jan 1994. Michael Charles Perry joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Robert Black	President/treasurer/director	1 Jan 1994	75% - 100%	1059095
Robert Scinta	Vice president/secretary/director	1 Jan 1994	Other	1178508
Michael Charles Perry	Shareholder	1 Mar 1998	Other	3097960

Based in Houston

The principal office where Mbm/Russell, Inc performs its advisory services is located at 440 Louisiana, Houston, TX 77002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-228-6444 or by fax 713-228-3448. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.mbm-inc.com.