PJS Wealth Partners
Firm details
- Headquarters
- Cedarburg, Wisconsin
- CRD number
- 104701
- Registered since
- January 20, 1982
- Website
- www.pjsinvestment.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.74%
- Individuals10.41%
- Pension & Profit Sharing Plans2.8%
- Charitable Organizations1.9%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
PJS Wealth Partners is an independent, privately owned registered investment adviser that has been SEC-registered since 1982. The firm provides advisory services to individuals, families and institutional clients, charging either a percentage of assets under management or fixed fees. Core advisory capabilities include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting services. PJS describes itself as an active ESG investor and integrates environmental, social and governance considerations into its investment approach.
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
- Exchange Traded Equities52%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$275M in ETFs
84%
$230M
10%
$44.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) | BlackRock | Passive | Corporate Bond | $27M | 537,153 | 9.84% |
Location
Cedarburg, WI
Ozaukee
Location
Cedarburg, WI
Headquartered in Cedarburg, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Ozaukee
- Address
- W62 N570 Washington Ave
- Time zone
- CT (UTC-6)
- Office locations
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