MJ RETIREMENT

571 Monon Blvd
Suite 400
Carmel, Indiana 46032
Tel: 317-805-7500

About MJ RETIREMENT

MJ RETIREMENT, formally registered with the SEC as MJ RETIREMENT. The firm was established in 06/07/2012. They have over 1 offices throughout the country.

MJ RETIREMENT is a Carmel, Indiana based Financial Planning firm with nearly $4,412,477,143 assets under management, offering retirement planning & investment advisory services to 314 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164328
SEC#	801-76741
Assets Managed by Firm	$4,412,477,143
No. of Clients	314
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	314	$4,412,477,143
Individuals (other than high net worth individuals)	19	$1,700,463
High net worth individuals	19	$67,360,696
Pension and profit sharing plans	151	$4,321,849,979

More Retirement Planning firms in Carmel, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Carmel, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.