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CJM WEALTH MANAGEMENT LLC
CJM WEALTH MANAGEMENT LLC
DEER PARK, New York
·
4 registered advisors
·
CRD# 154712
SEC# 801-77160
0
631-777-1030
01
Firm Overview
AUM
$430M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CJM WEALTH MANAGEMENT LLC
4 registered advisors
Charles Joseph Massimo
DEER PARK, New York
CRD# 1535863
Kelly Antoinette Fiume
DEER PARK, New York
CRD# 2260713
Micah Bielski
DEER PARK, New York
CRD# 4970430
Peter Souren Anastasian
DEER PARK, New York
CRD# 3126096
05
Office Locations
DEER PARK, New York
4 advisors
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Data sourced from SEC Form ADV filings. CJM WEALTH MANAGEMENT LLC (CRD# 154712) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.