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MKJ COMPANY

Business and Investment Profile

The MKJ COMPANY is a privately held investment adviser that advises $968.7mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MKJ COMPANY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 50.03% over the last 1-years.

Regulatory Profile

The Group has been registered with the SEC for 2.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 901 WILSHIRE DRIVE SUITE 565, TROY, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 13 employees comprised of 12 investment and 1 non-investment staff. The total number of Employees increased by 18.18% over the last 2-years.

Asset Profile

Their $968.7mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $584.32mn or 60.32% of Total Assets and Individuals own $200.64mn or 20.71% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

MKJ COMPANY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MKJ COMPANY

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Keywords: MKJ, Carrera Capital Advisors, Carrera
Generated 2026-09-12T06:49:34.1398497.  © 2026 Convergence.