M
$39.2M Total AUM
$39.2M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
15 yrs Firm Age
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- Custodian
- BNP Paribas · BNY Mellon · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-2011
- Office Locations
- 1
Office Locations
-- Franklin MA
About MJM Investment Advisors, Inc.
MJM Investment Advisors, Inc. is a Franklin, MA RIA providing wealth planning, portfolio construction, and discretionary asset management for retail and institutional clients. Portfolios are predominantly ETF-based (SMA assets largely in exchange-traded equity) with an asset-allocation and risk-management focus, and may also use mutual funds and alternative or cryptocurrency exposures. Led by founder/CIO Mark John Majka.
Team overview
59 AVG AGE
$39.2M AVG AUM / ADVISOR
$490.1K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
MARK JOHN MAJKA
Chief Investment Officer, President
- CRD
- #2766918
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,211,699 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,211,699 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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