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PJS Investment Management

EST. AUM
$852,009,988

CONTACTS
8

CLIENT ACCOUNTS
1,368

Firm Details

Metro area Milwaukee
CRD Number 104701
Website pjsinvestment.com
Client types

Overview

The company is dedicated to improving lives by helping clients achieve their life goals through effective financial resource management. They provide customized investment strategies tailored to each client’s unique life circumstances, fostering long-lasting relationships and treating clients like family. Acting as financial advocates, the team is driven by a commitment to help clients reach their investment goals. The management team comprises experienced professionals with prestigious credentials, including Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), Certified Investment Management Analyst (CIMA®), Accredited Estate Planner® (AEP®), and Accredited Asset Management Specialist (AAMS®).

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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