$141.4M Total AUM
$138.9M Disc. AUM
10.1% 3Y CAGR
1 Employees
108 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime insightLegacy +more
- Established Date
- 07-07-1999
- Office Locations
- 1
Office Locations
1330 6TH Avenue Suite 23A NEW York NY
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.
Team overview
-- AVG AGE
$141.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Client Personas
Crest pathway
Custodian
Optima eagle
Investment Themes
Signal
Investment Vehicles
Crest
Services
Crest momentum Prime Glacier Value Value Prime
Technology
Zenith Atlas Ridge
Owner & Executives
RICHARD HENRY BREGMAN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4379488
- Ownership
- 75% or more
(532) 633-8633
element.harbor@beaconcapital.com
in linkedin.com/in/oak-delta
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $141,379,874
Public Funds:
16.8% Equity - Exchange:
34.7% U.S. Government/Agency:
6.6% Cash:
35.0% Municipal Bonds:
6.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,208,343,584 | 16.8% |
| Equity - Exchange | $2,495,804,902 | 34.7% |
| U.S. Government/Agency | $474,706,408 | 6.6% |
| Cash | $2,517,382,466 | 35.0% |
| Municipal Bonds | $496,283,971 | 6.9% |
| Total | $7,192,521,331 | 100.0% |