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994 GROUP

MJR FINANCIAL LLC

CRD 289923 · SEC 801-128543

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1207 W. MARY STREET, AUSTIN, TX, 78704, United States

Phone

(512) 853-9597

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$244.7M

Discretionary AUM

$243.3M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; BUSINESS CONSULTING SERVICES

Org form

Limited Liability Company

Filing date

2026-02-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersFINANCIAL CONSULTING

Client types

TypeClientsAUM
Individuals121$28.0M
High net worth individuals83$212.9M
Charitable organizations5$1.5M
Corporations/business entities5$2.3M

States served

IL, NY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD