PJS INVESTMENT MANAGEMENT
Firm details
- Headquarters
- CEDARBURG, Wisconsin
- CRD number
- 104701
- Registered since
- January 20, 1982
- Website
- www.pjsinvestment.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.74%
- Individuals10.41%
- Pension & Profit Sharing Plans2.8%
- Charitable Organizations1.9%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
PJS Investment Management is an independent, privately owned registered investment adviser organized as a corporation and SEC-registered since 1982. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. PJS is flagged as an active ESG investor and does not appear to operate as a capital allocator or as a related adviser. The firm received recognition as a Top RIA Firm from FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2PATRICK SOMMERFIELD
President, CIOCRD 4576687
Karl Schmidt
Owner, Director & CIOCRD 7513729
Contacts
3 of 9KELLY MERTEN
Operations ManagerCRD 4783952
Emma Curtsinger
Client Service AssociateCRD 8103392
Schmidt Julie
OwnerCRD 6929973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 135Active vs passive
$250M in ETFs
85%
$213M
8%
$36.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB) | BlackRock | Passive | Corporate Bond | $27.6M | 519,337 | 11.06% |
Location
CEDARBURG, WI
OZAUKEE
Location
CEDARBURG, WI
Headquartered in CEDARBURG, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- OZAUKEE
- Address
- W62N570 Washington Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
PARK CAPITAL MANAGEMENT, LLC
RIAFITCHBURG, WI
MILESTONE INVESTMENT ADVISORS, LLC
RIAMiddleton, WI
ADVISORS MANAGEMENT GROUP INC
RIALA CROSSE, WI
BERNICKE WEALTH MANAGEMENT
RIAALTOONA, WI
CAPITAL INNOVATIONS, LLC
RIAWAUKESHA, WI
COPPER HARBOR INVESTMENT ADVISORS, LLC
RIAAPPLETON, WI