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BJM FINANCIAL INC

CRD 322493

Visit website

3675 CRESTWOOD PARKWAY, SUITE 105, DULUTH, GA, 30096, United States

Phone

(678) 369-6229

Fax

(770) 293-8860

Registration

— (—)

Source

State registered

Total AUM

$3.0M

Discretionary AUM

$3.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2025-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals10$3.0M

All web addresses on file

Official SEC filing: View on IAPD