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MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716 · SEC 801-120971
1315 GROVE AVE, SUITE 5, MONTEVIDEO, MN, 56265, United States
Phone
320-269-7889
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$198.9M
Discretionary AUM
$189.0M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $56.6M |
| High net worth individuals | 64 | $129.1M |
| Pension/profit sharing plans | 7 | $10.0M |
| Charitable organizations | 1 | $157K |
| Corporations/business entities | 3 | $3.1M |
States served
CA, MN, ND, WI, TX
All web addresses on file
Official SEC filing: View on IAPD