BJM FINANCIAL INC

Overview

BJM Financial Inc. operates as an independent registered investment advisor (RIA) focused on providing a range of financial services to individuals and families. The firm engages in various advisory activities, including financial planning, portfolio management for both individuals and small businesses, and pension consulting services. BJM Financial Inc. is structured as a corporation and is owned by a domestic entity, allowing for a personalized approach to investment management. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices