Mjt & Associates Financial Advisory Group, Inc.
● SEC registered since 2021CRD 297716SEC# 801-120971Montevideo, MN
Reg. AUM
$198.9M
Employees
2
Accounts
883
Location
Montevideo, MN
Mjt & Associates Financial Advisory Group, Inc. assets under management
Mjt & Associates Financial Advisory Group, Inc. is an SEC-registered investment adviser based in Montevideo, MN. The firm has been registered since 2021. It reports $198.9 million in regulatory assets under management and employs 2 people.
Mjt & Associates Financial Advisory Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mitchell Jacob Thompson Control | President & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Mjt & Associates Financial Advisory Group, Inc. manage?
Mjt & Associates Financial Advisory Group, Inc. reports $198.9 million in regulatory assets under management on its Form ADV.
How many employees does Mjt & Associates Financial Advisory Group, Inc. have?
Mjt & Associates Financial Advisory Group, Inc. reports 2 employees.
Where is Mjt & Associates Financial Advisory Group, Inc. located?
Mjt & Associates Financial Advisory Group, Inc. is based in Montevideo, MN and has been SEC-registered since 2021.
Does Mjt & Associates Financial Advisory Group, Inc. disclose fund performance?
Mjt & Associates Financial Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1315 Grove Ave, Suite 5, Montevideo, MN 56265 |
| Phone | 320-269-7889 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2065777 |
| Discloses disciplinary history | No |
Regulatory AUM
$198.9M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$198.9Mregulatory AUM
Discretionary $189MNon-discretionary $10M