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Mjr Financial Advisory, Inc. (Richmond)


Mjr Financial Advisory, Inc. is an adviser based in Richmond. It manages $47.7 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2004.

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Mjr Financial Advisory provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mjr Financial Advisory: assets under management

The assets under management (AUM) of Mjr Financial Advisory, Inc. is $47.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $851.85 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mjr Financial Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Mjr Financial Advisory, Inc. performs its advisory services is located at 1705 Logwood Circle, Richmond, VA 23238 4170, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-741-7558 or by fax 804-741-6544. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at mjrfinancial.com/.


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