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| Keyboard |
| MJB Asset Management LLC
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|---|---|
| CRD # | 109940 |
| SEC # | 801-56653 |
| CIK # | |
| AUM | 141.4 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 212-333-3733 |
| Address | 1330 Avenue of The Americas 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) | 61 | 17.4 |
| (b) Individuals (high net worth individuals) | 38 | 100.5 |
| (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 | 2.5 |
| (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 | 8 | 21.0 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 141.4 |
| By Discretionary | ||
| Discretionary | 292 | 138.9 |
| Non-Discretionary | 4 | 2.5 |
| Total | 296 | 141.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.1 | |
| United States Persons | 136.3 | |
| Total | 296 | 141.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Equity Advisors of Kentucky Inc
✚
|
KY | 141.6 M |
|
Think Different Financial Planning LLC
✚
|
141.5 M | |
|
Clarity Investments Planning LLC
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|
NY | 141.5 M |
|
Bourke Wealth Management
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|
CA | 141.4 M |
|
Olympus Peaks Financial LLC
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|
UT | 141.4 M |
|
St Clair Financial LLC
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|
CA | 141.3 M |
|
Derive Wealth LLC
✚
|
CA | 141.3 M |
|
Markle Financial LLC
✚
|
WY | 141.2 M |
|
Fruge' Capital Advisors LLC
✚
|
MS | 141.2 M |
|
Storms & Rowdon Financial Services Inc
✚
|
FL | 141.2 M |