C.J.M. Asset Management, LLC (Pompton Lakes)

Name: C.J.M. Asset Management, LLC
Address: 223 Wanaque Avenue, Pompton Lakes, NJ, 07442
Telephone: 973-831-8020

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.

C.J.M. Asset Management: assets under management

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 firm manages $107.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110.66 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at C.J.M. Asset Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Dwight Dyer	Chairman	1 Feb 1999	25% - 50%	1031868
Joseph Charles Musumeci	Ceo/director	1 Feb 1999	25% - 50%	821112
Salvatore Charles Musumeci	President/director	1 Feb 1999	25% - 50%	705556
Bernard Eugene Petit	Vice president	1 Feb 1999	Other	2725606
Michael Albert Gandet	Senior vice president	1 Oct 2000	Other	2279907

Based in Pompton Lakes

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.