MJM Investment Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 158212
- Website
- www.mjminvtadvisors.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals90.47%
- Charitable Organizations9.53%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
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
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 Equities90%
- Cash & Cash Equivalents5%
- Other5%
Owners & executives
1 of 1Mark Majka
President and CIOCRD 2766918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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