CJM WEALTH ADVISERS, LTD.
Firm details
- Headquarters
- FALLS CHURCH, Virginia
- CRD number
- 107750
- Registered since
- February 27, 1979
- Website
- www.cjmltd.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI67.57%
- Individuals30.76%
- Charitable Organizations1.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
CJM Wealth Advisers, Ltd. is an independent, SEC-registered registered investment adviser that has been operating since 1979. The firm is owned by an individual and positions itself as both a wealth manager for high-net-worth individuals and families and an allocator for institutional clients. Its service mix includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and selection of outside advisers. CJM uses a blended fee model (percentage of AUM, fixed fees and other arrangements) and reports being an active ESG investor while also acting as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
- Other2%
Owners & executives
1 of 1DAVID GREENE
CEO & PrincipalCRD 2797556
Contacts
3 of 11ANTHONY JONES
Financial AdviserCRD 2859161
LISA BRANDAU
Financial AdvisorCRD 5610319
TRACEY BAKER
Principal & PresidentCRD 2763899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$296M in ETFs
85%
$253M
13%
$43.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $94.2M | 157,657 | 31.81% |
Location
FALLS CHURCH, VA
FAIRFAX
Location
FALLS CHURCH, VA
Headquartered in FALLS CHURCH, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 3110 Fairview Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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