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Home > Retirement Planners > minnesota > montevideo > MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
1505 E Hwy 7
Suite 200
Montevideo, Minnesota 56265
Tel: 320-269-7889
About MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC, formally registered with the SEC as MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. The firm was established in 04/27/2021. They have over 2 offices throughout the country.
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. is a Montevideo, Minnesota based Financial Planning firm with nearly $164,937,183 assets under management, offering retirement planning & investment advisory services to 838 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297716 |
| SEC# | 801-120971 |
| Assets Managed by Firm | $164,937,183 |
| No. of Clients | 838 |
| No. of Advisors | 2 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 838 | $164,937,183 |
| Individuals (other than high net worth individuals) | 222 | $45,006,980 |
| High net worth individuals | 70 | $110,043,603 |
| Pension and profit sharing plans | 7 | $6,537,456 |
| Charitable organizations | 2 | $160,564 |
| Corporations or other businesses | 2 | $2,582,712 |
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