Overview
Assets Under Management: $183 million
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 31
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.65
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,005
Discretionary Accounts: 1,005
Regulatory Filings
CRD Number: 154494
Filing ID: 1998191
Last Filing Date: 2025-06-24 12:20:00
Website: https://cjadvisor.com