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
Similar firms
Symphony Retirement Partners LLC
RIARound Rock, TX
Zero Gravity Financial, LLC
RIAAble Money LLC
RIAWisdom Wealth Management
RIABloomington, MN
LPR Capital, Inc.
RIAPasadena, CA
Burnside and Co
RIAOregon City, OR