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MJM INVESTMENT ADVISORS, INC.

CRD 158212

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$39.2M

Discretionary AUM

$39.2M

Team

1 total employees; 1 advisory reps; 40 broker-dealer reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

No

Verify reputation

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  • SEC IAPD

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck

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  • Better Business Bureau

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Services

Portfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals39$35.5M
Charitable organizations1$3.7M

All web addresses on file

Official SEC filing: View on IAPD