Hj Wealth Management LLC (Plymouth Meeting)

Name: Hj Wealth Management LLC
Address: 1000 Germantown Pike, Plymouth Meeting, PA, 19462
Telephone: 610-272-4700

Hj Wealth Management LLC is a large advisory firm based in Plymouth Meeting. It manages $549.49 million of regulatory assets for 1,249 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Delaware, Florida, New Jersey, and 3 other states.

Hj Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hj Wealth Management: assets under management

The assets under management (AUM) of Hj Wealth Management LLC is $549.49 million. The firm's AUM has grown by 154% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $531.15 million in discretionary accounts and $18.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $432.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $917.02 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hj Wealth Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plymouth Meeting

The principal office where Hj Wealth Management LLC performs its advisory services is located at 1000 Germantown Pike, Plymouth Meeting, PA 19462, 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 610-272-4700 or by fax 610-272-6785. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hjwealth.com.

Hj Wealth Management LLC (Plymouth Meeting)

Hj Wealth Management: assets under management

Fees & Commissions

Based in Plymouth Meeting

Registered investment advisers similar to Hj Wealth Management LLC