Overview
Assets Under Management: $271 million
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 71
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.75
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 522
Discretionary Accounts: 518
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 109232
Last Filing Date: 2025-02-27 00:00:00
Website: https://fjwealthmanagement.com