PPrivate Fund Data Log in Join · $37/mo

Mjt & Associates Financial Advisory Group, Inc.

● SEC registered since 2021CRD 297716SEC# 801-120971Montevideo, MN
Export (members)
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.
www.linkedin.com/company/mitchell-j--thompson-&-associates-llc/aboutView on SEC.gov ↗

Mjt & Associates Financial Advisory Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Mitchell Jacob Thompson ControlPresident & Chief Compliance OfficerOver 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

Address1315 Grove Ave, Suite 5, Montevideo, MN 56265
Phone320-269-7889
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK2065777
Discloses disciplinary historyNo

Assets under management

Discretionary$189M
Non-discretionary$10M
Total (RAUM)$198.9M