MJM Investment Advisors, Inc.

RIASEC Registered
Total AUM
$39.2M
Discretionary
$39.2M
100% of AUM
Avg account
$356K
Accounts
110
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
158212
Fee structure
Percentage of AUM
Client types
  • Individuals90.47%
  • Charitable Organizations9.53%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

MJM Investment Advisors, Inc. is a small, privately owned advisory corporation that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses as a core advisory activity. It also publishes periodicals or newsletters as part of its business activities. The firm is not flagged as an active ESG investor, is not multi-state, and is not identified as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 5%, Other 5%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents5%
  • Other5%

Owners & executives

1 of 1
  • Mark Majka

    Mark Majka

    President and CIOCRD 2766918

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth