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 8 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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