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Building 2CJM WEALTH MANAGEMENT LLC

Map pinDEER PARK, NY
Phone631-777-1030
NotebookSEC #801-77160
Total AUM
$429.5M
Employees
8
Clients
192

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
724 LONG ISLAND AVENUE
DEER PARK
NY 11729
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
631-777-1030

ReceiptFinancials

Total AUM
$429.5M
Accounts
525
Discretionary
$174.2M
Accounts
139
Non-Discretionary
$255.3M
Accounts
386

ContactClients

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Individual Clients
48
AUM
$33.6M
HNW Individual Clients
128
AUM
$273.2M
Pension/Profit Sharing Plan Clients
1
AUM
$30.2M
Charitable Organization Clients
3
AUM
$22.6M
Corporation or Business Clients
12
AUM
$69.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNY

HandshakeAffiliates

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

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