DCJ Global Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 148398
- Website
- www.dcjglobal.net
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.28%
- HNWI41.95%
- Corporations / Businesses7.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DCJ Global Wealth Management is a privately owned limited liability company that works primarily with individuals, families and some institutional clients. The firm operates as a registered representative of a broker-dealer while providing portfolio management services for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. DCJ does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not structured as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents61%
- Public Funds/Mutual Funds27%
- Exchange Traded Equities12%
Contacts
2 of 2Stephanie Jones
Registered RepresentativeCRD 2479947
David Jones
Financial Advisor and Registered RepresentativeCRD 1208872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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