MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
B52
CRD 297716·SEC 801-120971·MONTEVIDEO, MN
AUM
$198.9M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$597K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $119.8M
'23 · $142.5M
'25 · $164.9M
'26 · $198.9M
'22'26
$119.8M → $198.9M▲ +66%
Client mix
| Individuals Other | 242 |
| Individuals High Net Worth | 64 |
| Pension Profit Sharing Plans | 7 |
| Corporations | 3 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'22 · 2 advisors
'23 · 2 advisors
'25 · 1 advisors
'26 · 1 advisors
'22'26
2 advisors → 1 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Minnwest Bank MontevideoMontevideo, MN
Minnwest Bank MontevideoMontevideo, MN
Soi Zip Distribution
Stub 1
| AGI | 10,928 |
| Returns | 930 |
Stub 2
| AGI | 34,457 |
| Returns | 940 |
Stub 3
| AGI | 37,547 |
| Returns | 610 |