Overview
Assets Under Management: $407 million
Headquarters: DEER PARK, NY
High-Net-Worth Clients: 120
Average Client Assets: $2.2 million
Frequently Asked Questions
CJM FISCAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154712), CJM FISCAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
CJM FISCAL MANAGEMENT, INC. is headquartered in DEER PARK, NY.
CJM FISCAL MANAGEMENT, INC. serves 120 high-net-worth clients according to their SEC filing dated November 05, 2018. View client details ↓
According to their SEC Form ADV, CJM FISCAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
CJM FISCAL MANAGEMENT, INC. manages $407 million in client assets according to their SEC filing dated November 05, 2018.
According to their SEC Form ADV, CJM FISCAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.43%
Average Client Assets: $2.2 million
Total Client Accounts: 466
Discretionary Accounts: 76
Non-Discretionary Accounts: 390
Regulatory Filings
CRD Number: 154712
Filing ID: 1249585
Last Filing Date: 2018-11-05 20:06:00