Mtbw, LLC is a large advisory firm based in Columbus. It manages $496.56 million of regulatory assets for 18,449 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.
Mtbw provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 682 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mtbw, LLC is $496.56 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Mtbw, LLC for their services and products based on 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.
The principal office where Mtbw, LLC performs its advisory services is located at 1161 Bethel Road, Suite 201, Columbus, OH 43220, 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 614.326.3077 or by fax 888-442-5163. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at sestina.com/.