DMJ Wealth Advisors LLC
- Assets, Funds, Holdings
| DMJ Wealth Advisors LLC
|
|---|
| CRD # | 301042 |
| SEC # | 801-115247 |
| CIK # | |
| AUM |
|
| Employees |
15 (87% Investors, 0% Brokers)
|
| Phone | 336-275-9886 |
| Address | 703 Green Valley Road
Greensboro, NC 27408 |
| Source |
[IAPD]
[Website] [Twitter] [Facebook]
|
|
Total AUM ($MM)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
88
|
35.0 |
| (b) Individuals (high net worth individuals) |
116
|
317.9 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
28 |
168.4 |
| (h) Charitable organizations |
0 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
9 |
8.0 |
| (n) Other |
0 |
0.0 |
| Total |
241 |
529.3 |
| By Discretionary |
| Discretionary |
209 |
350.8 |
| Non-Discretionary |
32 |
178.5 |
| Total |
241 |
529.3 |
| By Non-United States Persons |
| Non-United States Persons |
|
3.3 |
| United States Persons |
|
526.0 |
| Total |
241 |
529.3 |
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