CJM Wealth Advisers

Finance Ā· Virginia, United States Ā· 11-50 Employees

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Overview

Headquarters

11320 Random Hills Rd Ste 250, Fairfax, ...

Phone Number

(703) 425-0700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
8
5
3

About CJM Wealth Advisers

CJM Wealth Advisers, Ltd. was founded in 1978. This makes CJM one of the oldest financial planning firms in Northern Virginia. CJM Wealth Advisers, Ltd. is privately held. A number of the company's peers in the Washington, D.C. area have been bought by larger institutions. CJM is an independently held company and not a subsidiary of a larger company. CJM Wealth Advisers, Ltd. is a locally owned small business. All five (5) owners of CJM reside in Northern Virginia. There are a total of ten members of the company's Planning Team all of whom are Certified Financial PlannerĀ® (CFP) practitioners. In addition, CJM is one of a handful of firms in the Washington, D.C/metropolitan area that has a CFA (Chartered Financial Analyst) on staff. By having the company's own Portfolio Research Department headed by a CFA allows CJM to deliver a more custom tailored approach to each client and their respective portfolios. CJM manages more than $600 million in client assets. CJM is not a multi-billion doRead more
CJM Wealth Advisers's Social MediaPopular SearchesCjm Wealth Advisers LtdCjmCJM Wealth AdvisersCjm Investments LtdCJM & Associates LLCSIC Code 62,628NAICS Code 52,523Show more

CJM Wealth Advisers Org Chart

David Greene, Chief Executive Officer & Owner at CJM Wealth Advisers
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Chief Executive Officer & Owner

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President & Financial Advisor & Principal

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CJM Wealth Advisers

<$5M
11-50
Private
-
1978
David Greene, Chief Executive Officer & Owner at CJM Wealth Advisers
David GreeneCEO & Owner
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2018
NZ
Nick ZoisFounder & President
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Activity Insights

CJM Wealth Advisers is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CJM Wealth Advisers is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CJM Wealth Advisers.

CJM Wealth Advisers Tech Stack

A closer look at the technologies used by CJM Wealth Advisers

CJM Wealth Advisers News & Media

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Frequently Asked Questions Regarding CJM Wealth Advisers

What is CJM Wealth Advisers's official website?
CJM Wealth Advisers's official website is www.cjmltd.com
What is CJM Wealth Advisers's Revenue?
CJM Wealth Advisers's revenue is <$5 Million
What is CJM Wealth Advisers's SIC code?
CJM Wealth Advisers's SIC: 62,628
What is CJM Wealth Advisers's NAICS code?
CJM Wealth Advisers's NAICS: 52,523
How many employees does CJM Wealth Advisers have?
CJM Wealth Advisers has 11-50 employees
What industry does CJM Wealth Advisers belong to?
CJM Wealth Advisers is in the industry of: Finance, Securities Trading
What is CJM Wealth Advisers competition?
CJM Wealth Advisers top competitors include: BeamaLife, Chronos Wealth Management, Selkirk Wealth Advisors, Copper Canyon Wealth Management
What technology does CJM Wealth Advisers use?
Some of the popular technologies that CJM Wealth Advisers uses are: WordPress.org, PHP, Vimeo, Google Tag Manager
How do I contact CJM Wealth Advisers?
CJM Wealth Advisers contact info: Phone number: (703) 425-0700 Website: www.cjmltd.com
What does CJM Wealth Advisers do?

CJM Wealth Advisers, Ltd. was founded in 1978. This makes CJM one of the oldest financial planning firms in Northern Virginia. CJM Wealth Advisers, Ltd. is privately held. A number of the company's peers in the Washington, D.C. area have been bought by larger institutions. CJM is an independently held company and not a subsidiary of a larger compan... y. CJM Wealth Advisers, Ltd. is a locally owned small business. All five (5) owners of CJM reside in Northern Virginia. There are a total of ten members of the company's Planning Team all of whom are Certified Financial PlannerĀ® (CFP) practitioners. In addition, CJM is one of a handful of firms in the Washington, D.C/metropolitan area that has a CFA (Chartered Financial Analyst) on staff. By having the company's own Portfolio Research Department headed by a CFA allows CJM to deliver a more custom tailored approach to each client and their respective portfolios. CJM manages more than $600 million in client assets. CJM is not a multi-billion dollar organization with thousands of clients. This means that when a client has a question and they call the office during normal working hours, they will speak with a live person. The company's clients are the company's most important resource and the company value each and every relationship the company has.Read More

What are CJM Wealth Advisers social media links?
CJM Wealth Advisers Linkedin page CJM Wealth Advisers Facebook page
Is CJM Wealth Advisers a public company?
CJM Wealth Advisers is private company therefore does not currently have an official ticker symbol
See more information about CJM Wealth Advisers

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