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 (since 1979) that serves both individuals/families and institutional clients. The firm operates as a capital allocator, providing financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Its fee model includes asset-based fees, fixed fees and other arrangements. The firm describes itself as an active ESG investor.
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 1
David Greene
CEO & PrincipalCRD 2797556
Contacts
3 of 11
Anthony 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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