Investment adviser · CRD 297716
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
Investment adviser filing (IA)
MONTEVIDEO, MN, United States · Form ADV filed Feb 26, 2026
- Regulatory AUM
- $199M Form ADV · Item 5.F
- Client accounts
- 883 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
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 |
|---|---|---|---|
| High-net-worth individuals | 64 | $129,115,799 | 64.9% |
| Individuals | 242 | $56,619,159 | 28.5% |
| Retirement plans | 7 | $9,976,586 | 5.0% |
| Corporations & businesses | 3 | $3,077,910 | 1.5% |
| Charities | 1 | $157,294 | 0.1% |
Filing source
Form ADV 2054816 · Feb 26, 2026 · 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: Feb 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1315 GROVE AVE, SUITE 5MONTEVIDEO, MN, 56265, United States
CRD 297716
Filing source
Form ADV 2054816 · Feb 26, 2026 · 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.