MJB Asset Management LLC
SEC RegisteredAll we can control is how we choose to show up in every moment
About the firm
MJB Asset Management exists to provide thoughtful investment management and financial guidance. Founded in 1997 and located in New York City, the firm invests in public stock and bond markets on behalf of a diverse clientele of individuals from across the country.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial guidance, including in-house portfolio construction and management across diversified stocks and bonds, client goal-setting discussions, risk and comfort level assessment, and ongoing monitoring and adjustment of client portfolios.
Who they serve
A diverse clientele of individuals from across the country, including those new to investing, those out of the market and concerned about getting back in, those worried about retirement income, and those not happy with their current investment firm or advisor.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 61 | $17M |
| High Net Worth Individuals | 38 | $101M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $2.5M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MJB Asset Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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