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| Happy Holidays!! thanks for using AUM13F!! |
| MJB Asset Management LLC
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| CRD # | 109940 |
| SEC # | 801-56653 |
| CIK # | |
| AUM | $131.8 M (2025-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-333-3733 |
| Address | 1330 6th Avenue New York, NY 10019 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 15.1 |
| (b) Individuals (high net worth individuals) | 32 | 114.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 276 | 131.8 |
| By Discretionary | ||
| Discretionary | 269 | 129.6 |
| Non-Discretionary | 7 | 2.2 |
| Total | 276 | 131.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.1 | |
| United States Persons | 126.7 | |
| Total | 276 | 131.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Granite State Retirement Planning Inc
✚
|
NH | 0.1 |
|
Harvest Financial Partners LLC
✚
|
PA | 0.1 |
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 0.1 |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 0.1 |
|
Northern Lights Advisors Inc
✚
|
WA | 0.1 |
|
Nolet Wealth Management LLC
✚
|
TX | 0.1 |
|
Vistica Wealth Advisors LLC
✚
|
CA | 0.1 |
|
Paul & Co Wealth Management Inc
✚
|
CA | 0.1 |
|
Vitral Advisors LLC
✚
|
0.1 | |
|
Intentional Retirement LLC
✚
|
NE | 0.1 |