AMJ FINANCIAL WEALTH MANAGEMENT LLC

44160 Scholar Plaza
Suite 490
Leesburg, Virginia 20176
Tel: 703-466-0477

About AMJ FINANCIAL WEALTH MANAGEMENT LLC

AMJ FINANCIAL WEALTH MANAGEMENT LLC, formally registered with the SEC as AMJ FINANCIAL WEALTH MANAGEMENT LLC. The firm was established in 09/12/2018. They have over 1 offices throughout the country.

AMJ FINANCIAL WEALTH MANAGEMENT LLC is a Leesburg, Virginia based Financial Planning firm with nearly $334,599,266 assets under management, offering retirement planning & investment advisory services to 1587 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162878
SEC#	801-113970
Assets Managed by Firm	$334,599,266
No. of Clients	1587
No. of Advisors	17

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1587	$334,599,266
Individuals (other than high net worth individuals)	294	$78,673,226
High net worth individuals	112	$248,306,830
Pension and profit sharing plans	2	$2,548,657
Charitable organizations	4	$4,556,265
Corporations or other businesses	2	$514,288

More Retirement Planning firms in Leesburg, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Leesburg, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.