Overview
Assets Under Management: $904 million
Headquarters: OWINGS MILLS, MD
High-Net-Worth Clients: 165
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 165
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.21
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,651
Discretionary Accounts: 1,604
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 120141
Filing ID: 1986680
Last Filing Date: 2025-05-01 12:21:00
Website: https://gjwadvisors.com