|
⚲
|
| MJP Associates Inc
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|
|
|---|---|
| CRD # | 127654 |
| SEC # | 801-63389 |
| CIK # | 0000715113 |
| AUM | $1.6 B (2026-06-11) |
| Employees | 21 (57% Investors, 5% Brokers) |
| Phone | 860-677-7755 |
| Address | 74 Batterson Park Rd Farmington, CT 06032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.4 | ||
| Nvidia Corp | 19.1 | ||
| Microsoft Corp | 10.0 | ||
| Alphabet Inc | 8.6 | ||
| Amazon Com Inc | 7.9 | ||
| J P Morgan Chase & Co | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 586 | 254.6 |
| (b) Individuals (high net worth individuals) | 279 | 987.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 36 | 297.9 |
| (h) Charitable organizations | 5 | 13.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,057 | 1,561.8 |
| By Discretionary | ||
| Discretionary | 3,057 | 1,561.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,057 | 1,561.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,561.8 | |
| Total | 3,057 | 1,561.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000715113] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brandywine Oak Private Wealth LLC
✚
|
PA | 1.6 |
|
Charter Oak Capital Management LLC
✚
|
NH | 1.6 |
|
Tyche Wealth Partners LLC
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|
TX | 1.6 |
|
PER Stirling Capital Management LLC
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|
TX | 1.6 |
|
Royal Fund Management LLC
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|
FL | 1.6 |
|
Burton Enright Welch
✚
|
CA | 1.6 |
|
Roble Belko and Company Inc
✚
|
PA | 1.6 |
|
Regatta Capital Group LLC
✚
|
CA | 1.6 |
|
Murray Financial Group LLC
✚
|
MN | 1.6 |
|
CCM Investment Advisers LLC
✚
|
SC | 1.5 |