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Building 2CJM WEALTH ADVISERS, LTD.

Map pinFALLS CHURCH, VA
Phone703-425-0700
NotebookSEC #801-14391
Total AUM
$1.5B
Employees
13
Clients
875

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3110 FAIRVIEW PARK DRIVE
SUITE 900
FALLS CHURCH
VA 22042
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
703-425-0700
Other Offices
9

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,562
Discretionary
$1.4B
Accounts
2,469
Non-Discretionary
$69.7M
Accounts
93

ContactClients

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Individual Clients
618
AUM
$451M
HNW Individual Clients
242
AUM
$990.7M
Charitable Organization Clients
15
AUM
$24.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOCTDCFLGALAMAMDMINCNENHNJNYOHORPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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