PROCOURSE FIDUCIARY ADVISORS, LLC
Legal name: MJ RETIREMENT
CRD #164328 SEC #801-76741 CARMEL, IN 317-805-7500
SEC Registered
Total AUM
$5.1B
Discretionary
$1.6B
Employees
13
Clients
26
Accounts
323
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.1B | $1.6B | $3.4B | 13 | 0 |
| Apr 2024 | $4.4B | $1.3B | $3.1B | 11 | 0 |
| Mar 2024 | $4.4B | $1.3B | $3.1B | 12 | 0 |
| Mar 2024 | $4.4B | $1.3B | $3.1B | 12 | 0 |
| Mar 2023 | $3.9B | $1.1B | $2.8B | 14 | 0 |
| Mar 2023 | $5.3B | $1.4B | $3.9B | 14 | 0 |
| Mar 2022 | $5.3B | $1.4B | $3.9B | 8 | 0 |
| Jul 2021 | $4.9B | $1.1B | $3.8B | 8 | 0 |
| Apr 2021 | $4.9B | $1.1B | $3.8B | 8 | 0 |
| Mar 2021 | $4.9B | $1.1B | $3.8B | 8 | 0 |
| Jan 2021 | $4.1B | $874.9M | $3.3B | 8 | 0 |
| Nov 2020 | $4.1B | $874.9M | $3.3B | 8 | 0 |
| Nov 2020 | $4.1B | $874.9M | $3.3B | 8 | 0 |
| Sep 2020 | $4.1B | $874.9M | $3.3B | 9 | 0 |
| Aug 2020 | $4.1B | $874.9M | $3.3B | 8 | 0 |
| Jun 2020 | $4.1B | $874.9M | $3.3B | 9 | 0 |
| Mar 2020 | $4.1B | $874.9M | $3.3B | 10 | 0 |
| Feb 2020 | $3.2B | $500.6M | $2.7B | 10 | 0 |
| Dec 2019 | $3.2B | $500.6M | $2.7B | 9 | 0 |
| Oct 2019 | $3.2B | $500.6M | $2.7B | 10 | 0 |
| Aug 2019 | $3.2B | $500.6M | $2.7B | 9 | 0 |
| May 2019 | $3.2B | $500.6M | $2.7B | 8 | 0 |
| Apr 2019 | $3.2B | $500.6M | $2.7B | 7 | 0 |
| Mar 2019 | $3.2B | $500.6M | $2.7B | 7 | 0 |
| Mar 2019 | $3.2B | $500.6M | $2.7B | 6 | 0 |
| Feb 2019 | $3.3B | $549.1M | $2.8B | 6 | 0 |
| Jan 2019 | $3.3B | $549.1M | $2.8B | 7 | 0 |
| Mar 2018 | $3.3B | $549.1M | $2.8B | 7 | 0 |
| Mar 2018 | $3.3B | $549.1M | $2.8B | 9 | 0 |
| Mar 2017 | $2.5B | $395.9M | $2.1B | 9 | 124 |
| Apr 2016 | $2.8B | $321.2M | $2.5B | 9 | 200 |
| Mar 2016 | $2.5B | $321.2M | $2.1B | 9 | 206 |
| Jun 2015 | $2.7B | $328.8M | $2.4B | 9 | 26 |
| May 2015 | $2.7B | $328.8M | $2.4B | 9 | 26 |
| Apr 2015 | $2.7B | $328.8M | $2.4B | 8 | 26 |
| Mar 2015 | $2.7B | $328.8M | $2.4B | 8 | 26 |
| Apr 2014 | $2B | $49.4M | $2B | 8 | 123 |
| Mar 2014 | $2B | $49.4M | $2B | 8 | 123 |
| Jul 2013 | $1.8B | $19.4M | $1.8B | 7 | 26 |
| Jun 2013 | $1.8B | $19.4M | $1.8B | 7 | 26 |
| Feb 2013 | $1.8B | $19.4M | $1.8B | 7 | 26 |
| Feb 2013 | $1.8B | $19.4M | $1.8B | 7 | 26 |
| Oct 2012 | $1.9B | $16.5M | $1.9B | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$5.1B
Discretionary$1.6B
Non-Disc.$3.4B
Employees13
Clients0
DateApr 2024
Total AUM$4.4B
Discretionary$1.3B
Non-Disc.$3.1B
Employees11
Clients0
DateMar 2024
Total AUM$4.4B
Discretionary$1.3B
Non-Disc.$3.1B
Employees12
Clients0
DateMar 2024
Total AUM$4.4B
Discretionary$1.3B
Non-Disc.$3.1B
Employees12
Clients0
DateMar 2023
Total AUM$3.9B
Discretionary$1.1B
Non-Disc.$2.8B
Employees14
Clients0
DateMar 2023
Total AUM$5.3B
Discretionary$1.4B
Non-Disc.$3.9B
Employees14
Clients0
DateMar 2022
Total AUM$5.3B
Discretionary$1.4B
Non-Disc.$3.9B
Employees8
Clients0
DateJul 2021
Total AUM$4.9B
Discretionary$1.1B
Non-Disc.$3.8B
Employees8
Clients0
DateApr 2021
Total AUM$4.9B
Discretionary$1.1B
Non-Disc.$3.8B
Employees8
Clients0
DateMar 2021
Total AUM$4.9B
Discretionary$1.1B
Non-Disc.$3.8B
Employees8
Clients0
DateJan 2021
Total AUM$4.1B
Discretionary$874.9M
Non-Disc.$3.3B
Employees8
Clients0
DateNov 2020
Total AUM$4.1B
Discretionary$874.9M
Non-Disc.$3.3B
Employees8
Clients0
DateNov 2020
Total AUM$4.1B
Discretionary$874.9M
Non-Disc.$3.3B
Employees8
Clients0
DateSep 2020
Total AUM$4.1B
Discretionary$874.9M
Non-Disc.$3.3B
Employees9
Clients0
DateAug 2020
Total AUM$4.1B
Discretionary$874.9M
Non-Disc.$3.3B
Employees8
Clients0
DateJun 2020
Total AUM$4.1B
Discretionary$874.9M
Non-Disc.$3.3B
Employees9
Clients0
DateMar 2020
Total AUM$4.1B
Discretionary$874.9M
Non-Disc.$3.3B
Employees10
Clients0
DateFeb 2020
Total AUM$3.2B
Discretionary$500.6M
Non-Disc.$2.7B
Employees10
Clients0
DateDec 2019
Total AUM$3.2B
Discretionary$500.6M
Non-Disc.$2.7B
Employees9
Clients0
DateOct 2019
Total AUM$3.2B
Discretionary$500.6M
Non-Disc.$2.7B
Employees10
Clients0
DateAug 2019
Total AUM$3.2B
Discretionary$500.6M
Non-Disc.$2.7B
Employees9
Clients0
DateMay 2019
Total AUM$3.2B
Discretionary$500.6M
Non-Disc.$2.7B
Employees8
Clients0
DateApr 2019
Total AUM$3.2B
Discretionary$500.6M
Non-Disc.$2.7B
Employees7
Clients0
DateMar 2019
Total AUM$3.2B
Discretionary$500.6M
Non-Disc.$2.7B
Employees7
Clients0
DateMar 2019
Total AUM$3.2B
Discretionary$500.6M
Non-Disc.$2.7B
Employees6
Clients0
DateFeb 2019
Total AUM$3.3B
Discretionary$549.1M
Non-Disc.$2.8B
Employees6
Clients0
DateJan 2019
Total AUM$3.3B
Discretionary$549.1M
Non-Disc.$2.8B
Employees7
Clients0
DateMar 2018
Total AUM$3.3B
Discretionary$549.1M
Non-Disc.$2.8B
Employees7
Clients0
DateMar 2018
Total AUM$3.3B
Discretionary$549.1M
Non-Disc.$2.8B
Employees9
Clients0
DateMar 2017
Total AUM$2.5B
Discretionary$395.9M
Non-Disc.$2.1B
Employees9
Clients124
DateApr 2016
Total AUM$2.8B
Discretionary$321.2M
Non-Disc.$2.5B
Employees9
Clients200
DateMar 2016
Total AUM$2.5B
Discretionary$321.2M
Non-Disc.$2.1B
Employees9
Clients206
DateJun 2015
Total AUM$2.7B
Discretionary$328.8M
Non-Disc.$2.4B
Employees9
Clients26
DateMay 2015
Total AUM$2.7B
Discretionary$328.8M
Non-Disc.$2.4B
Employees9
Clients26
DateApr 2015
Total AUM$2.7B
Discretionary$328.8M
Non-Disc.$2.4B
Employees8
Clients26
DateMar 2015
Total AUM$2.7B
Discretionary$328.8M
Non-Disc.$2.4B
Employees8
Clients26
DateApr 2014
Total AUM$2B
Discretionary$49.4M
Non-Disc.$2B
Employees8
Clients123
DateMar 2014
Total AUM$2B
Discretionary$49.4M
Non-Disc.$2B
Employees8
Clients123
DateJul 2013
Total AUM$1.8B
Discretionary$19.4M
Non-Disc.$1.8B
Employees7
Clients26
DateJun 2013
Total AUM$1.8B
Discretionary$19.4M
Non-Disc.$1.8B
Employees7
Clients26
DateFeb 2013
Total AUM$1.8B
Discretionary$19.4M
Non-Disc.$1.8B
Employees7
Clients26
DateFeb 2013
Total AUM$1.8B
Discretionary$19.4M
Non-Disc.$1.8B
Employees7
Clients26
DateOct 2012
Total AUM$1.9B
Discretionary$16.5M
Non-Disc.$1.9B
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0