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Mobile Bay Financial Solutions, LLC

EST. AUM
$69,529,634

CONTACTS

CLIENT ACCOUNTS
618

Firm Details

Metro area New Orleans
CRD Number 324371
Website mbfinancialsolutions.com
Client types

Overview

On August 6, 2026, Mobile Bay Financial Solutions, LLC was acquired by Simplicity Group. Mobile Bay Financial Solutions, LLC is a Mobile, Alabama-based independent financial advisory firm with over 100 years of family history, acquired by Simplicity to expand its holistic financial planning and wealth management footprint.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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