994 GROUP
MJR FINANCIAL LLC Legal Name
Adviser information for 994 GROUP last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 550 | $141.3M |
| Non-Discretionary | 3 | $1.1M |
| Total | 553 | $142.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 100 | $34.9M |
| HNW Individuals | 62 | $105.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $416,530 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)FINANCIAL CONSULTING |
|---|---|
| Compensation | % of AUMFixed feesBUSINESS CONSULTING SERVICES |
Identifiers
| SEC RIA File Number | 801-128543 |
|---|---|
| SEC ERA File Number | 801-128543 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289923 |
| Legal Entity Identifier | None |
Principal Office
801 BARTON SPRINGS ROADAUSTIN
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: (512) 853-9597, Fax: None
Chief Compliance Officer
PETER MARKOVICH
MANAGING MEMBER
801 BARTON SPRINGS ROAD
AUSTIN
TX
United States
Tel:
(512) 636-2108
P*************@***********M
(Full email address available in API data)
Regulatory Contact
CATHY VASILEV
CONSULTANT
1320 ARROW POINT DRIVE
SUITE 411
CEDAR PARK
TX
United States
Tel:
(888) 302-4594
Fax:
(512) 842-7497
C*******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARKOVICH, PETER, DANIEL | Individual | – | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | 08/2017 | 50-75% |
| LECLAIR, KRISTEN, SANDERS | Individual | – | CEO AND MANAGING MEMBER | 01/2020 | 50-75% |