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WJ INVESTMENTS, LLC
WJ INVESTMENTS, LLC
USDR INVESTMENT MANAGEMENT
RENO, Nevada
·
5 registered advisors
·
CRD# 157472
SEC# 801-79402
0
7757379999
01
Firm Overview
AUM
$31M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WJ INVESTMENTS, LLC
5 registered advisors
Alexandria G Walters
RENO, Nevada
CRD# 5946377
James Philip Walters
RENO, Nevada
CRD# 6624951
Matthew A Walters
RENO, Nevada
CRD# 5946376
Nathan Elwin Jones
RENO, Nevada
CRD# 1255157
Wendy Jane Varnum Mueller
RENO, Nevada
CRD# 5946371
05
Office Locations
RENO, Nevada
5 advisors
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Data sourced from SEC Form ADV filings. WJ INVESTMENTS, LLC (CRD# 157472) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.