Overview
Assets Under Management: $165 million
Headquarters: MONTEVIDEO, MN
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 838
Discretionary Accounts: 756
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 297716
Last Filing Date: 2025-01-30 00:00:00
Website: https://mjtassociates.com