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MJP WEALTH ADVISORS
FARMINGTON, CT
860-677-7755
SEC #801-63389Total AUM
$1.6B
Employees
21Clients
907Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
74 BATTERSON PARK RD
SUITE 103
FARMINGTON
CT 06032
United States
SUITE 103
FARMINGTON
CT 06032
United States
Operating Hours
8:30AM - 5:00PM EST
Monday - Friday
Monday - Friday
Phone
860-677-7755
Other Offices
1
Financials
Total AUM
$1.6B
Accounts
3,057Discretionary
$1.6B
Accounts
3,057Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
586AUM
$254.6M
HNW Individual Clients
279AUM
$987.5M
Pension/Profit Sharing Plan Clients
36AUM
$297.9M
Charitable Organization Clients
5AUM
$13.2M
Corporation or Business Clients
1AUM
$8.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
MJP ONLINE ADVISOR SERVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCFLGAILMAMDMENCNENHNJNYOHPARISCTNTXVAVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.