Csj Wealth Management, LLC

Csj Wealth Management, LLC (CRD# 169437) is a financial advisory firm headquartered in Solana Beach, CA. They manage $56,735,934 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $822,260
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Csj Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brian F. Caine
CRD#: 2753379
Solana Beach, CA

Brian Caine (CRD# 2753379) is an Investment Advisor Representative working at Csj Wealth Management, LLC in Solana Beach, CA and has over 27 years of experience in the finance industry.

2
Salim Janmohamed
CRD#: 5550722
San Diego, CA

Salim Janmohamed (CRD# 5550722) is an Investment Advisor Representative working at Csj Wealth Management, LLC in San Diego, CA and has over 15 years of experience in the finance industry.

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