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Andres Aguilar calvo

Investment adviser representative at Mmbg Investment Advisors Co.
12 yearsExperience
1 stateRegistered in
CFADesignation
$3BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Mmbg Investment Advisors Co.Feb 2017 to now
  2. Mg Capital AsesoresJan 2014 to Jan 2017

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

Mmbg Investment Advisors Co.

$3BAssets managed
139Clients
7Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6708677
Firm CRD
285263
Advisor's SEC record (opens in a new tab)
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