$190.3M Total AUM
$190.3M Disc. AUM
13.0% 3Y CAGR
2 Employees
83 ADV. Clients
12 yrs Firm Age
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- 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
12 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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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
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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 |
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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% |