MJB Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$117,950,203
Clients
99
Advisors
1
of 1 employees
About
MJB Asset Management LLC provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, not-for-profit organizations and institutional clients, including sponsors of defined contribution retirement plans. The firm delivers discretionary portfolio management for new individual clients and offers ongoing consultation and plan advisory services for business and retirement-plan sponsors.
Portfolios are constructed using mutual funds, exchange-traded funds and, when appropriate, individual securities, with investment objectives tailored to each client’s risk tolerance, time horizon and tax considerations. The firm uses fundamental analysis for individual securities, technical analysis for ETF and asset-allocation decisions, monitors accounts on an ongoing basis, and may employ hedging strategies in discretionary accounts.
Unlike many peer solo advisers, MJB actively serves corporate and pension/profit-sharing plan clients and provides pension consulting services and participant education in addition to individual wealth management. As a smaller independent adviser, it typically requires a relatively high account threshold for portfolio management and engages plan clients under annual retainer arrangements while generally exercising discretionary authority for client accounts.
Client services
Expertise
Occupation focus
Fee options
Annual retainer fee of $10,000 (minimum) for consultation services and qualified plan services
$1 - $3,000,000: 1% per annum Above $3,000,000+: 0.75% per annum
Account minimum: $1,000,000 Minimum fee: $10,000 annual retainer fee for ongoing investment consultation services; $10,000 minimum annual flat advisory fee for qualified plan services Fee-only: Asset-based fees for investment management and consultation; annual retainer fees for consultation and qualified plans
Main office
1330 6th Avenue, Suite 23 A
New York NY 10019
Advisors at this office
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")