Overview
Assets Under Management: $165 million
Headquarters: MONTEVIDEO, MN
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. 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 #297716), MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. is headquartered in MONTEVIDEO, MN.
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. serves 70 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. manages $165 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. 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, 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