MJ RETIREMENT

PROCOURSE FIDUCIARY ADVISORS, LLC

CRD 164328 · SEC 801-76741

Visit website

571 MONON BLVD, SUITE 400, CARMEL, IN, 46032, United States

Phone

317-805-7500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.49B

Discretionary AUM

$1.80B

Team

11 total employees; 7 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	18	$5.7M
High net worth individuals	21	$75.5M
Pension/profit sharing plans	153	$5.38B

States served

CO, IL, IN, KY, LA, MI, OH, SC, WI, TX

All web addresses on file

HTTPS://MJRETIREMENT.COM, HTTPS://THEMJCOS.COM/SOLUTIONS/RETIREMENT-CONSULTING/
HTTPS://WWW.INSTAGRAM.COM/THE_MJ_COMPANIES/
HTTPS://WWW.FACEBOOK.COM/THEMJCOS/
https://www.linkedin.com/company/themjcompanies/
HTTPS://TWITTER.COM/MJ_COMPANIES
https://www.linkedin.com/company/mjretirement/

Official SEC filing: View on IAPD