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MJB ASSET MANAGEMENT LLC
CRD 109940 · SEC 801-56653
1330 AVENUE OF THE AMERICAS, SUITE 23A, NEW YORK, NY, 10019, United States
Phone
212-333-3733
Fax
888-333-4590
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.4M
Discretionary AUM
$138.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingINVESTMENT CONSULTATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $17.4M |
| High net worth individuals | 38 | $100.5M |
| Pension/profit sharing plans | 1 | $2.5M |
| Corporations/business entities | 8 | $21.0M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD