Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > virginia > falls church > CJM WEALTH ADVISERS, LTD.
CJM WEALTH ADVISERS, LTD.
3110 Fairview Park Drive
Suite 900
Falls Church, Virginia 22042
Tel: 703-425-0700
About CJM WEALTH ADVISERS, LTD.
CJM WEALTH ADVISERS, LTD, formally registered with the SEC as CJM WEALTH ADVISERS, LTD. The firm was established in 02/27/1979. They have over 9 offices throughout the country.
CJM WEALTH ADVISERS, LTD. is a Falls Church, Virginia based Financial Planning firm with nearly $1,105,233,016 assets under management, offering retirement planning & investment advisory services to 2317 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 107750 |
| SEC# | 801-14391 |
| Assets Managed by Firm | $1,105,233,016 |
| No. of Clients | 2317 |
| No. of Advisors | 22 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2317 | $1,105,233,016 |
| Individuals (other than high net worth individuals) | 655 | $457,182,546 |
| High net worth individuals | 158 | $623,215,672 |
| Charitable organizations | 13 | $24,834,798 |
More Retirement Planning firms in Falls Church, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $63,288,614,312 | 87 | 198 | |
| $38,906,541,054 | 402 | 181 | |
| $30,621,255,853 | 50 | 42 | |
| $24,901,888,467 | 75 | 105 | |
| $17,550,000,000 | 4952 | 67 |
Explore More Retirement Advisors in Falls Church, Virginia