$190.3M Total AUM
$190.3M Disc. AUM
13.0% 3Y CAGR
2 Employees
83 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-20-2014
- Office Locations
- 2
Office Locations
-- Lutherville MD
-- Muttontown NY
About MJC Advisors, LLC
MJC Advisors, LLC is a Lutherville-based RIA with 2 offices. The firm has been operating for 12 years. Managing $190.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
50 AVG AGE
$95.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
11.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Open the full profile to inspect shifts in catalyst glacier.
Full visibility includes strategy notes for prime vertex.
Unlock to compare peer behavior around insight atlas.
See the complete signal summary connected to vertex.
See the complete signal summary connected to beacon.
Unlock to compare peer behavior around legacy foundation.
Unlock to compare peer behavior around optima north.
Open the full profile to inspect shifts in horizon pioneer.
Asset Classes
Prime
Client Personas
Wave Wave pathway
Custodian
Zenith Foundation Glacier insight
Investment Themes
Bridge Wave
Investment Vehicles
Momentum Quantum
Services
Wave unison Catalyst Peak capital Matrix alpha Vector pioneer Prime quantum
Owner & Executives
MICHAEL JEFFREY COOPERMAN
Advisor, Chief Executive Officer
- CRD
- #5025036
- Ownership
- 75% or more
(988) 903-8764
meridian.wave@atlascapital.com
in linkedin.com/in/zenith-eagle
LEONARD JON COOPERMAN
Advisor, Chief Compliance Officer, SENIOR VICE PRESIDENT
- CRD
- #5000932
- Ownership
- Less than 5%
(525) 451-3647
foundation.harbor@vertexcapital.com
in linkedin.com/in/element-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,314,069 | $512,976 |
| Non-Discretionary | $0 | -- |
| Total | $190,314,069 | $512,976 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $190,314,069
Equity - Exchange:
33.1% U.S. Government/Agency:
39.9% Cash:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $269,699,015 | 33.1% |
| U.S. Government/Agency | $325,105,459 | 39.9% |
| Cash | $219,996,176 | 27.0% |
| Total | $814,800,650 | 100.0% |