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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 $426,714,000 assets under management, offering retirement planning & investment advisory services to 788 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 | $426,714,000 |
| No. of Clients | 788 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 788 | $426,714,000 |
| Individuals (other than high net worth individuals) | 62 | $27,811,000 |
| High net worth individuals | 167 | $304,652,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $17,928,000 |
| Charitable organizations | 5 | $3,848,000 |
| Corporations or other businesses | 9 | $72,475,000 |
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|---|---|---|---|
| $652,741,971,627 | 818 | 1096 | |
| $192,398,103,714 | 269289 | 3349 | |
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