Overview
Assets Under Management: $142 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Frequently Asked Questions
MJR FINANCIAL 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 #289923), MJR FINANCIAL LLC is subject to fiduciary duty under federal law.
MJR FINANCIAL LLC is headquartered in AUSTIN, TX.
MJR FINANCIAL LLC serves 79 high-net-worth clients according to their SEC filing dated August 14, 2024. View client details ↓
According to their SEC Form ADV, MJR FINANCIAL LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MJR FINANCIAL LLC manages $142 million in client assets according to their SEC filing dated August 14, 2024.
According to their SEC Form ADV, MJR FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 553
Discretionary Accounts: 550
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 289923
Last Filing Date: 2024-08-14 00:00:00
Website: https://994group.com