Investment adviser · CRD 139160

HJ WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

PLYMOUTH MEETING, PA, United States · Form ADV filed Mar 29, 2017

Regulatory AUM
$549M
Form ADV · Item 5.F
Client accounts
1,249
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 29, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1000 GERMANTOWN PIKE, SUITE H-1
PLYMOUTH MEETING, PA, 19462, United States

CRD 139160

Filing source

Form ADV 1100066 · Mar 29, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.