Overview
Assets Under Management: $141 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 38
Average Client Assets: $2.6 million
Frequently Asked Questions
MJB ASSET MANAGEMENT LLC 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 #109940), MJB ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
MJB ASSET MANAGEMENT LLC is headquartered in NEW YORK, NY.
MJB ASSET MANAGEMENT LLC serves 38 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, MJB ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MJB ASSET MANAGEMENT LLC manages $141 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, MJB ASSET MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.10%
Average Client Assets: $2.6 million
Total Client Accounts: 296
Discretionary Accounts: 292
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 109940
Filing ID: 2085341
Last Filing Date: 2026-03-30 08:56:51