Csj Wealth Management, LLC

Csj Wealth Management, LLC (CRD# 169437) is a financial advisory firm headquartered in Solana Beach, CA. They manage $26,786,622 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $505,408
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Csj Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Salim Janmohamed
CRD#: 5550722
San Diego, CA
93
Wealthminder
score

Salim Janmohamed (CRD# 5550722) is an Investment Advisor Representative working at Csj Wealth Management, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

2
Gary L. Shields
CRD#: 1801889
San Diego, CA
90
Wealthminder
score

Gary Shields (CRD# 1801889) is an Investment Advisor Representative working at Csj Wealth Management, LLC in San Diego, CA and has 1 year of experience in the finance industry.

3
Azim N. Khamisa
CRD#: 6393156
777 South Highway 101, Solana Beach, CA 92075
87
Wealthminder
score

Azim Khamisa (CRD# 6393156) is an Investment Advisor Representative working at Csj Wealth Management, LLC in Solana Beach, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.