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994 GROUP
MJR FINANCIAL LLC
CRD 289923 · SEC 801-128543
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $28.0M |
| High net worth individuals | 83 | $212.9M |
| Charitable organizations | 5 | $1.5M |
| Corporations/business entities | 5 | $2.3M |
States served
IL, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD