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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-29-2017
- Office Locations
- 1
Office Locations
About 994 Group
994 Group is an Austin-based registered investment adviser providing wealth management and financial planning for individuals and families, with a goal-based approach focused on flexibility, loved ones, peace of mind, purpose, and time. The firm also supports entrepreneurs with portfolio construction and asset-allocation strategies that primarily use public funds and municipal bonds, with ETFs as needed, and commonly custody at Schwab. 994 Group is a DBA of MJR Financial LLC.
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Owner & Executives
KRISTEN SANDERS LECLAIR
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4341716
- Ownership
- 50% but less than 75%
PETER DANIEL MARKOVICH
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5957185
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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THEODORE P.S. LECLAIR
Director
- CRD
- #5082015
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,270,675 | $312,286 |
| Non-Discretionary | $1,387,216 | $346,804 |
| Total | $244,657,891 | $312,462 |
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Separately Managed Accounts
Total SMA Asset: $244,657,891
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,216,030,760 | 35.0% |
| Municipal Bonds | $1,285,518,232 | 37.0% |
| Equity - Exchange | $493,361,051 | 14.2% |
| Cash | $479,463,558 | 13.8% |
| Total | $3,474,373,601 | 100.0% |