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Building 2MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.

Map pinMONTEVIDEO, MN
Phone320-269-7889
NotebookSEC #801-120971
Total AUM
$198.9M
Employees
2
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1315 GROVE AVE
SUITE 5
MONTEVIDEO
MN 56265
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
320-269-7889
Other Offices
1

ReceiptFinancials

Total AUM
$198.9M
Accounts
883
Discretionary
$189M
Accounts
876
Non-Discretionary
$10M
Accounts
7

ContactClients

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Individual Clients
242
AUM
$56.6M
HNW Individual Clients
64
AUM
$129.1M
Pension/Profit Sharing Plan Clients
7
AUM
$10M
Charitable Organization Clients
1
AUM
$157.3K
Corporation or Business Clients
3
AUM
$3.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNNDTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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