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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS · Fiduciary Trust · Stifel
- Clients
- Retail and Institutional
- Platforms
- MeridianFrontier
- Established Date
- 06-07-2012
- Office Locations
- 1
Office Locations
About MJ Retirement
MJ Retirement partners with employers to design and manage workplace retirement plans and financial wellbeing programs. As part of MJ Benefits+, the team brings a holistic, data-driven consulting approach that integrates plan design, fiduciary governance and oversight, investment selection and monitoring as a fiduciary, and vendor searches/negotiations. Built for plan sponsors seeking analytics-backed decisions that improve participant outcomes and the employee experience.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Bryan James Gross
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
DOUGLAS GLEN PRINCE
Chief Executive Officer, Chief Investment Officer, Principal, Retirement Plan Advisor
- CRD
- #2711184
- Ownership
- Less than 5%
Beacon peak
Radial peak
- CRD
- #10042
- Ownership
- 29.6%
Showing 2 of 3 owners & executives
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Scott Thomas Bilyou
--
- CRD
- #8276457
Paul Anthony Donahue
--
- CRD
- #5207691
Vertex harbor
Element alpha
- CRD
- #82884
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,795,879,075 | $9,977,106 |
| Non-Discretionary | $3,696,712,789 | $30,054,576 |
| Total | $5,492,591,864 | $18,127,366 |
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Separately Managed Accounts
Total SMA Asset: $5,492,591,864
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,248,167,280 | 100.0% |
| Total | $6,248,167,280 | 100.0% |