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| MJT & Associates Financial Advisory Group Inc
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|---|---|
| CRD # | 297716 |
| SEC # | 801-120971 |
| CIK # | 0002065777 |
| AUM | 198.9 M (2026-02-26) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 320-269-7889 |
| Address | 1315 Grove Ave Montevideo, MN 56265 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.9 | ||
| Micron Technology Inc | 0.8 | ||
| Wal Mart Stores Inc | 0.8 | ||
| Johnson & Johnson | 0.5 | ||
| Home Depot Inc | 0.5 | ||
| McDonalds Corp | 0.4 | ||
| 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) | 242 | 56.6 |
| (b) Individuals (high net worth individuals) | 64 | 129.1 |
| (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 | 10.0 |
| (h) Charitable organizations | 1 | 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 | 3 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 883 | 198.9 |
| By Discretionary | ||
| Discretionary | 876 | 189.0 |
| Non-Discretionary | 7 | 10.0 |
| Total | 883 | 198.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.9 | |
| Total | 883 | 198.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002065777] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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