MJC Financial Fitness LLC
RIAState Registered
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$31.1K
Accounts
58
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 306875
- Website
- www.mjcfinancialfitness.com
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.62%
- Individuals24.38%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
MJC Financial Fitness LLC is an independent, Illinois-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves primarily individuals and families and offers a mix of fee approaches — percentage of assets under management plus hourly and fixed-fee engagements. Core services listed include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm identifies itself as a capital allocator and does not describe an ESG investment orientation.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- State & Local Bonds13%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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