C.J.M. Asset Management, LLC is a large advisory firm based in Pompton Lakes. It manages $107.12 million of regulatory assets for 968 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 34 other states.
C.J.M. Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of C.J.M. Asset Management, LLC is $107.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 286% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay C.J.M. Asset Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Daniel Dwight Dyer has been acting as President since 1 Feb 1999. Michael Albert Gandet joined the executive team most recently as the Senior Vice President.
The principal office where C.J.M. Asset Management, LLC performs its advisory services is located at 223 Wanaque Avenue, Pompton Lakes, NJ 07442, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-831-8020 or by fax 973-616-2936. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at cjmplanning.com.