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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 |
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