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WJ INTERESTS, LLC
2333 Town Center Drive
Suite 100
Sugar Land, Texas 77478-4175
Tel: 281-634-9400
About WJ INTERESTS, LLC
WJ INTERESTS, LLC, formally registered with the SEC as WJ INTERESTS, LLC. The firm was established in 02/28/2003. They have over 1 offices throughout the country.
WJ INTERESTS, LLC is a Sugar Land, Texas based Financial Planning firm with nearly $483,829,000 assets under management, offering retirement planning & investment advisory services to 810 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114381 |
| SEC# | 801-61853 |
| Assets Managed by Firm | $483,829,000 |
| No. of Clients | 810 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 810 | $483,829,000 |
| Individuals (other than high net worth individuals) | 64 | $33,158,000 |
| High net worth individuals | 171 | $348,833,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $18,518,000 |
| Charitable organizations | 7 | $3,869,000 |
| Corporations or other businesses | 9 | $79,451,000 |
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