MB GENERATIONAL WEALTH, LLC of SPOKANE, WA is an SEC-registered investment adviser (CRD 327967). Regulatory assets under management: $404.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Andrew J Bloom | CHIEF COMPLIANCE OFFICER | — |
| David Kohl Martin | OWNER OF LLC | — |
| Mark Burnham | OWNER OF LLC | — |
| MARTIN DAVID KOHL | OWNER OF LLC | — |
| BLOOM RICHARD J | CHIEF COMPLIANCE OFFICER | — |
| Burnham Mark | OWNER OF LLC | — |