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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| MJT & Associates Financial Advisory Group Inc
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|---|---|
| CRD # | 297716 |
| SEC # | 801-120971 |
| CIK # | 0002065777 |
| AUM | $164.9 M (2025-01-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 320-269-7889 |
| Address | 1505 E Hwy 7 Montevideo, MN 56265 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Wal Mart Stores Inc | 0.7 | |
| Nvidia Corp | 0.7 | |
| McDonalds Corp | 0.6 | |
| FPL Group Inc | 0.5 | |
| Johnson & Johnson | 0.5 | |
| Home Depot Inc | 0.5 | |
| Global MOFY Metaverse Ltd | 0.5 | |
| Procter & Gamble Co | 0.3 | |
| PepsiCo Inc | 0.3 | |
| United Parcel Service Inc | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 45.0 |
| (b) Individuals (high net worth individuals) | 70 | 110.0 |
| (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 | 7 | 6.5 |
| (h) Charitable organizations | 2 | 0.2 |
| (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 | 2 | 2.6 |
| (n) Other | 5 | 0.6 |
| Total | 838 | 164.9 |
| By Discretionary | ||
| Discretionary | 756 | 156.4 |
| Non-Discretionary | 82 | 8.6 |
| Total | 838 | 164.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.9 | |
| Total | 838 | 164.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002065777] |
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