BJM FINANCIAL INC

BJM FINANCIAL INC of DULUTH, GA is an SEC-registered investment adviser (CRD 322493). Regulatory assets under management: $3.0M.

Registration

• CRD: 322493
• Type: Registered investment adviser
• Location: 3675 CRESTWOOD PARKWAY, DULUTH, GA, 30096
• Phone: (678) 369-6229
• Latest filing: 2025-03-04
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322493 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search