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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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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