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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-07-1999
- Office Locations
- 1
Office Locations
About MJB Asset Management LLC
MJB Asset Management is a New York City RIA founded in 1997 providing personalized investment management and financial guidance for individuals nationwide. The firm builds and actively monitors diversified stock-and-bond portfolios in public markets, aligning allocations to each client’s goals, risk comfort, and income needs. Portfolio decisions are made entirely in-house by founder/CEO Richard Bregman, CFA, who invests alongside clients.
Reported data analysis
What the numbers show
Between March 23, 2025 and March 30, 2026, reported AUM increased 7.3%, from $131.8M to $141.4M.
Across 5 reported observations, AUM decreased 41.4% between June 7, 2022 and March 30, 2026, from $241.4M to $141.4M.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 1 advisory representatives and 108 clients, or 108 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RICHARD HENRY BREGMAN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4379488
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,914,769 | $475,736 |
| Non-Discretionary | $2,465,105 | $616,276 |
| Total | $141,379,874 | $477,635 |
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Separately Managed Accounts
SMA allocation detail is available
MJB Asset Management LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.