$48.9M Total AUM
$48.9M Disc. AUM
-- 3Y CAGR
2 Employees
27 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2005
- Office Locations
- 1
Office Locations
560 Mountain Avenue Gillette NJ
About MJM Financial Advisors, LLC
MJM Financial Advisors is a fee-only, fiduciary RIA providing highly personalized financial planning and ongoing wealth and investment management, including investment policy guidance and portfolio consolidation. The firm also offers tax advisory support and serves retail investors, including entrepreneurs. Custody is supported through major platforms such as Charles Schwab.
Team overview
59 AVG AGE
$48.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
21.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MICHAEL JOHN MAYE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2051136
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,937,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,937,760 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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