Mj Retirement

Registered investment advisor · Carmel, Indiana · CRD #164328

Assets Under Management

$5.5B

Client Accounts

303

Employees

CRD Number

164328

Registration

SEC Registered

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Mj Retirement

We work with for-profit, non-profit and governmental organizations to manage their retirement plans. Our work frees you up to focus on other things. Whether you need support with investments, financial wellness, or anything in between, we got your back. MJ Retirement specializes in investment advisory and financial wellbeing programs. Our firm exists to make a difference: in our community, with our clients and ultimately their employees. At the end of the day, we want to improve the financial

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Mj Retirement

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Mj Retirement's AUM?

Mj Retirement reports approximately $5.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Mj Retirement headquartered?

Mj Retirement is headquartered in Carmel, Indiana.

What is Mj Retirement's CRD number?

Mj Retirement's CRD number is 164328. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.