Cjm Wealth Management LLC
Cjm Wealth Management LLC (CRD# 154712) is a financial advisory firm headquartered in Deer Park, NY. They manage $429,503,981 in 525 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management430MILLION
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Total Number of Accounts525ACCOUNTS
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Average Account Value$818,103
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NH, NJ, NY
Financial Advisors at Cjm Wealth Management LLC
No Advisor Found.
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