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MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.

MONTEVIDEO, MN · CRD 297716 · IAPD ↗ · 320-269-7889

$198.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2025 — MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2024 — MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.