Luis Jimenez Perez
Mmbg Investment Advisors · Spring, Texas
Luis Jimenez Perez is a fee-only financial advisor at Mmbg Investment Advisors in Spring, Texas. 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 | Spring, Texas |
| 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 TX · CRD 8220740 |
| Exams passed | Series 65 (2026) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | mmbginvestment.com |
How Luis'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 Luis
Is Luis Jimenez Perez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luis 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 Luis charge for financial advice?
Luis's firm, Mmbg Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Luis Jimenez Perez based?
Luis Jimenez Perez is based in Spring, Texas.
Is Luis Jimenez Perez registered with the SEC?
Yes. Luis Jimenez Perez is registered as an investment adviser representative in TX (CRD 8220740), 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 Luis Jimenez Perez?
Through Luis'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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