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| Happy Holidays!! thanks for using AUM13F!! |
| MJP Associates Inc
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| CRD # | 127654 |
| SEC # | 801-63389 |
| CIK # | 0000715113 |
| AUM | $1.3 B (2025-06-24) |
| Employees | 14 (43% Investors, 36% Brokers) |
| Phone | 860-677-7755 |
| Address | 74 Batterson Park Rd Farmington, CT 06032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 48.8 | ||
| Nvidia Corp | 16.7 | ||
| Microsoft Corp | 12.7 | ||
| Amazon Com Inc | 7.8 | ||
| Facebook Inc | 4.8 | ||
| Alphabet Inc | 4.7 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Lilly Eli & Co | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 534 | 201.3 |
| (b) Individuals (high net worth individuals) | 271 | 849.9 |
| (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 | 39 | 246.9 |
| (h) Charitable organizations | 5 | 10.9 |
| (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 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,804 | 1,319.1 |
| By Discretionary | ||
| Discretionary | 2,804 | 1,319.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,804 | 1,319.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,319.1 | |
| Total | 2,804 | 1,319.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000715113] |
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|---|---|---|
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Adamo Capital Family Office LLC
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FL | 1.3 |
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Serenus Wealth Advisors LLC
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CA | 1.3 |
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Rossmore Private Capital LLC
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CT | 1.3 |
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RVW Wealth LLC
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Strategic Family Wealth Counselors LLC
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Linden Global Strategies LLC
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