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MJP WEALTH ADVISORS
74 Batterson Park Rd
Suite 103
Farmington, Connecticut 06032
Tel: 860-677-7755
About MJP WEALTH ADVISORS
MJP WEALTH ADVISORS, formally registered with the SEC as MJP WEALTH ADVISORS. The firm was established in 09/01/2004. They have over 2 offices throughout the country.
MJP WEALTH ADVISORS is a Farmington, Connecticut based Financial Planning firm with nearly $1,056,627,677 assets under management, offering retirement planning & investment advisory services to 2782 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127654 |
| SEC# | 801-63389 |
| Assets Managed by Firm | $1,056,627,677 |
| No. of Clients | 2782 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (MJP ONLINE ADVISOR SERVICE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2782 | $1,056,627,677 |
| Individuals (other than high net worth individuals) | 880 | $56,499,483 |
| High net worth individuals | 478 | $752,158,058 |
| Pension and profit sharing plans | 37 | $232,047,310 |
| Charitable organizations | 5 | $6,482,184 |
| Corporations or other businesses | Fewer than 5 clients | $9,440,642 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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