Andres Aguilar Calvo
Mmbg Investment Advisors · Miami, Florida
Andres Aguilar Calvo is a fee-only financial advisor at Mmbg Investment Advisors in Miami, Florida, who holds the CFA credential. Mmbg Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mmbg Investment Advisors |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.98B across 234 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 6708677 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | mmbginvestment.com |
How Andres's firm compares
- Mmbg Investment Advisors's average account is about $12.8 million, from its Form ADV (assets managed divided by 234 accounts).
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Questions about Andres
Is Andres Aguilar Calvo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andres holds no broker registration, and Mmbg Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andres charge for financial advice?
Andres's firm, Mmbg Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andres Aguilar Calvo based?
Andres Aguilar Calvo is based in Miami, Florida.
What credentials does Andres Aguilar Calvo hold?
Andres Aguilar Calvo holds the CFA credential.
Is Andres Aguilar Calvo registered with the SEC?
Yes. Andres Aguilar Calvo is registered as an investment adviser representative in TX (CRD 6708677), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mmbg Investment Advisors manage?
Mmbg Investment Advisors reports $2.98B across 234 accounts in assets under management.
How do I contact Andres Aguilar Calvo?
Through Andres's website, mmbginvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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