HJ WEALTH MANAGEMENT LLC
Total AUM
$549.5M
Employees
7Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1000 GERMANTOWN PIKE
SUITE H-1
PLYMOUTH MEETING
PA 19462
United States
SUITE H-1
PLYMOUTH MEETING
PA 19462
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
610-272-4700
Financials
Total AUM
$549.5M
Accounts
1,249Discretionary
$531.2M
Accounts
1,229Non-Discretionary
$18.3M
Accounts
20
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FROM THIRD PARTY ADVISERS
Compliance
Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLNJNYPATX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.