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PJS INVESTMENT MANAGEMENT
W62n570 Washington Avenue
Cedarburg, Wisconsin 53012
Tel: 262-377-0484
About PJS INVESTMENT MANAGEMENT
PJS INVESTMENT MANAGEMENT, formally registered with the SEC as PJS INVESTMENT MANAGEMENT. The firm was established in 01/20/1982. They have over 1 offices throughout the country.
PJS INVESTMENT MANAGEMENT is a Cedarburg, Wisconsin based Financial Planning firm with nearly $720,326,130 assets under management, offering retirement planning & investment advisory services to 1260 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104701 |
| SEC# | 801-16815 |
| Assets Managed by Firm | $720,326,130 |
| No. of Clients | 1260 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1260 | $720,326,130 |
| Individuals (other than high net worth individuals) | 243 | $72,014,405 |
| High net worth individuals | 189 | $603,996,470 |
| Pension and profit sharing plans | 14 | $24,966,109 |
| Charitable organizations | 5 | $13,700,472 |
| Corporations or other businesses | 6 | $5,648,674 |
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