HJ WEALTH MANAGEMENT LLC

HJ WEALTH MANAGEMENT LLC of PLYMOUTH MEETING, PA is an SEC-registered investment adviser (CRD 139160). Regulatory assets under management: $549.5M.

Registration

• CRD: 139160
• SEC file number: 801-67834
• Type: Registered investment adviser
• Location: 1000 GERMANTOWN PIKE, SUITE H-1, PLYMOUTH MEETING, PA, 19462
• Phone: 610-272-4700
• Latest filing: 2017-03-29
• Regulatory AUM: $549.5M
• Discretionary AUM: $531.2M
• Non-discretionary AUM: $18.3M
• Clients: 7
• Accounts: 1,249

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 139160 on SEC IAPD (source of record)
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