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M• R•••••••••: investment consultant on the allocators graph | DFX Data Factory

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AllocatorsInvestment consultantinvestment consultant

M• R•••••••••

Allocators

Carmel, IN

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Search this name across graphsid dfx:al:37816dd1-4b6b-46f1-8a53-6ba361147b33

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 22, 2026, 12:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

M• R•••••••••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: mjretirement.com, https
P••• clients: 1Form 5500 Schedule C
Public clients: 0
Advisory clients: 1
Institutional RAUM: $5.4BForm ADV
Discretionary RAUM: $1.8B
Pension plan clients (ADV): 153
Recommended commitments: 0derived
Latest client year end

P••• clients

plans naming this consultant on Form 5500 Schedule C or in their own reports

P•••	Role	From	To	Current	Evidence
I•••••• F••• B••••• R••••••••• P•••	Pension consultant	Jan 1, 2022	Dec 31, 2022	no	fact

Relationships

Advised by (1)

← I•••••• F••• B••••• R••••••••• P•••PlanPension consultant
Jan 1, 2022 to Dec 31, 2022factForm 5500

Dated events

No dated event names this entity yet.

Provenance

Graph: Allocators
Canonical id: dfx:al:37816dd1-4b6b-46f1-8a53-6ba361147b33
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 6 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.