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Cjm Wealth Advisers, Ltd.

● SEC registered since 1979CRD 107750SEC# 801-14391Falls Church, VA
Export (members)
Reg. AUM
$1.29B
Employees
22
Accounts
2,583
Location
Falls Church, VA

Cjm Wealth Advisers, Ltd. assets under management

Cjm Wealth Advisers, Ltd. operates as an SEC-registered investment adviser based in Falls Church, VA. The firm has been registered since 1979. It reports $1.3 billion in regulatory assets under management and employs 22 people.
www.facebook.com/cjmwealthadvisersltdView on SEC.gov ↗

Cjm Wealth Advisers, Ltd. owners & executives

3 reported
NameTitleOwnershipSince
Brian Timothy Jones ControlChairman/Secretary/Principal25-50%2003
David Deforest Greene ControlCeo/Treasurer/Principal25-50%2006
Tracey Albertson Baker ControlPresident/Principal/Chief Compliance Officer25-50%2003

Frequently asked questions

How much does Cjm Wealth Advisers, Ltd. manage?

Cjm Wealth Advisers, Ltd. reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Cjm Wealth Advisers, Ltd. have?

Cjm Wealth Advisers, Ltd. reports 22 employees.

Where is Cjm Wealth Advisers, Ltd. located?

Cjm Wealth Advisers, Ltd. is based in Falls Church, VA and has been SEC-registered since 1979.

Does Cjm Wealth Advisers, Ltd. disclose fund performance?

Cjm Wealth Advisers, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042
Phone703-425-0700
Fax703-764-9530
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1992748
Discloses disciplinary historyNo

Assets under management

Discretionary$1.23B
Non-discretionary$56.1M
Total (RAUM)$1.29B