Francisco Garcia Lozano
Mmbg Investment Advisors · Miami, Florida
Francisco Garcia Lozano is a fee-only financial advisor at Mmbg Investment Advisors in Miami, Florida. 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 |
| SEC registration | Investment adviser representative in FL, TX · CRD 7611665 |
| Exams passed | Series 65 (2025) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | mmbginvestment.com |
How Francisco'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 Francisco
Is Francisco Garcia Lozano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francisco 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 Francisco charge for financial advice?
Francisco's firm, Mmbg Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Francisco Garcia Lozano based?
Francisco Garcia Lozano is based in Miami, Florida.
Is Francisco Garcia Lozano registered with the SEC?
Yes. Francisco Garcia Lozano is registered as an investment adviser representative in FL and TX (CRD 7611665), 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 Francisco Garcia Lozano?
Through Francisco'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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