Investment adviser · CRD 133701

MJM401K, LLC

Investment adviser filing (IA)

PHOENIX, AZ, United States · Form ADV filed Apr 28, 2021

Employees
8
Reported in this filing
Advisory professionals
5
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Retirement plans100Not reportedNot reported
Filing source

Form ADV 1536426 · Apr 28, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 28, 2021. View historical filings

Reported services

Pension consulting

Compensation

Hourly · Fixed

Principal office

4647 N 32ND ST, SUITE 200
PHOENIX, AZ, 85018, United States

CRD 133701

Filing source

Form ADV 1536426 · Apr 28, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.