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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-07-2020
- Office Locations
- 1
Office Locations
About MJC Financial Fitness LLC
MJC Financial Fitness LLC is a Chicago-based RIA founded by fintech veteran Michael Chrisler to provide financial advice to people at every life stage, including families and freelancers. The firm offers financial planning and portfolio construction, with support for tax, estate, and insurance planning, and provides a free financial assessment. Portfolios are primarily ETF-based with some municipal and investment-grade bond exposure, custodied at Schwab and Betterment.
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Platform
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Owner & Executives
MICHAEL JON CHRISLER
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #4767576
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,801,249 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,801,249 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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