Overview
Assets Under Management: $5.5 billion
Headquarters: CARMEL, IN
High-Net-Worth Clients: 21
Average Client Assets: $3.6 million
Frequently Asked Questions
MJ RETIREMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164328), MJ RETIREMENT is subject to fiduciary duty under federal law.
MJ RETIREMENT is headquartered in CARMEL, IN.
MJ RETIREMENT serves 21 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, MJ RETIREMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MJ RETIREMENT manages $5.5 billion in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, MJ RETIREMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 1.37%
Average Client Assets: $3.6 million
Total Client Accounts: 303
Discretionary Accounts: 180
Non-Discretionary Accounts: 123
Regulatory Filings
CRD Number: 164328
Filing ID: 2063925
Last Filing Date: 2026-03-23 07:16:41