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.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 100 | Not reported | Not 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 fundsThe 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 200PHOENIX, 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.