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- Custodian
- --
- Clients
- Retail
- Platforms
- CatalystRadial legacy +more
- Established Date
- 12-13-2022
- Office Locations
- 1
Office Locations
About BJM Financial INC
BJM Financial (Duluth, GA) provides personalized financial planning and investment management with integrated tax planning and trusts/estate guidance. It offers tiered service levels (Starter, Core, Premium), from building a foundation to ongoing coordination for more complex households. As part of BJM Group’s network of local accounting firms, it combines tax/accounting/bookkeeping and advisory support; advisory portfolios are primarily ETF-based.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Lisa Dawn Mayo
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 5% but less than 10%
Anita Khim Vekaria
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,980,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,980,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,980,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,383,227,877 | 100.0% |
| Total | $7,383,227,877 | 100.0% |