Mjp Associates, Inc.
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 906
- Avg AUM / client
- $1.7M
- Accounts
- 3,057
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 586 | $255M | 16.3% |
| High net worth individuals | 279 | $987M | 63.2% |
| Pension and profit sharing plans | 36 | $298M | 19.1% |
| Charitable organizations | 5 | $13.2M | 0.85% |
| Corporations and other businesses | Fewer than 5 clients | $8.6M | 0.55% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Sonepar Usa 401 (K) Plan Sonepar Management Us, Inc | 2024 | |
| A Lign Compliance And Security, Inc. 401(k) P/S Plan A Lign Compliance And Security, Inc. | 2024 | |
| Hoffman Enterprises 401(k) Savings Plan Hoffman Enterprises | 2024 | |
| Connecticut Distributors, Inc. 401(k) Profit Sharing Plan Connecticut Distributors, Inc. | 2024 | |
| Logicsource Inc 401(k) Psp & Trust Logicsource, Inc. | 2024 |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michele Ann Vendig | Vice President And Treasurer | Jul 2008 (18y) | 50% – 75% | |
| Brian Hugh Vendig | President | Oct 2011 (15y) | 50% – 75% | |
| Christopher Allen Nelson | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Morton Jay Potoff | Registered representative | May 1983 (43y) | ||
| Steven Eric Glick | Registered representative | CFP Chartered Financial Consultant | May 2008 (18y) | |
| Richard Donnelly Hammond | Registered representative | CFP | Jan 2009 (18y) | |
| Theodore Nathan Kaplan | Registered representative | Dec 2010 (16y) | ||
| Robert Frederick Eilers | Registered representative | Feb 2013 (13y) | ||
| Michael Stamos | Registered representative | Dec 2015 (11y) | ||
| Kevin Brady | Registered representative | CFP | Dec 2018 (8y) | |
| Timothy John Fitzgerald | Registered representative | Mar 2021 (5y) | ||
| Louis T Nistico | Registered representative | CFP | Jun 2023 (3y) | |
| Nicolas Jude Suarez | Registered representative | Nov 2025 (1y) | ||
| Ruth Lambert Gretz | Registered representative | CFP | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Sonepar Usa 401 (K) Plan | Sonepar Management Us, Inc | 10,624 | $1.2B | 01/01/2024 |
| A Lign Compliance And Security, Inc. 401(k) P/S Plan | A Lign Compliance And Security, Inc. | 402 | $24.8M | 01/01/2024 |
| Hoffman Enterprises 401(k) Savings Plan | Hoffman Enterprises | 440 | $29.6M | 01/01/2024 |
| Connecticut Distributors, Inc. 401(k) Profit Sharing Plan | Connecticut Distributors, Inc. | 291 | $43.0M | 01/01/2024 |
| Logicsource Inc 401(k) Psp & Trust | Logicsource, Inc. | 332 | $27.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (76% of AUM) Jun 2026
- Gwfs Equities, Inc. $65.0M (15% of AUM) Feb 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗