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CJM Wealth Advisers
CJM Wealth Advisers, Ltd. is an SEC-registered investment adviser in Falls Church, VA, since 1979. The firm manages $1.5 billion in assets, with $1.4 billion...
Overview
CJM Wealth Advisers, Ltd. is an SEC-registered investment adviser in Falls Church, VA, since 1979. The firm manages $1.5 billion in assets, with $1.4 billion managed on a discretionary basis. It has 13 employees and 11 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
Europe
Country
United Kingdom
City
Falls Church
Corporate office
London, United Kingdom
Sector focus
Frequently asked questions
What services does CJM Wealth Advisers provide?
CJM Wealth Advisers offers discretionary and advisory investment management, financial planning, tax advisory, and estate planning services. It focuses on capital preservation and intergenerational wealth transfer for high-net-worth families (per the firm's website).
What asset classes does CJM Wealth Advisers invest in?
The firm invests across equities, fixed income, private equity, and real estate. It structures client portfolios with a focus on diversification and capital preservation, with private equity and real estate offered as alternative investments alongside traditional asset classes (per the firm's website).
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