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AMJ Financial Wealth Management

EST. AUM
$427,426,118

CONTACTS
14

CLIENT ACCOUNTS
1,744

Firm Details

Metro area Charlottesville
CRD Number 162878
Website amjfinancial.com
Client types

Overview

AMJ Financial Wealth Management offers financial planning and investment management services. The firm designs, implements, and monitors investment strategies based on clients' financial objectives. Using a diversified portfolio approach informed by Modern Portfolio Theory, AMJ Financial applies a core and satellite investment model. The core equity holdings follow an All Cap Value Growth Blend Strategy and include dividend-paying, growth-oriented stocks. The firm structures its investment strategies to align with clients' financial goals and risk tolerance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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