Kjwm LLC (Olympia)

Kjwm LLC is a large advisory firm based in Olympia. It manages $115.75 million of regulatory assets for 830 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Washington.

Kjwm provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kjwm: assets under management

The assets under management (AUM) of Kjwm LLC is $115.75 million. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $108.53 million in discretionary accounts and $7.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $38.78 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kjwm LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kjwm LLC

John Francis Kiley has been acting as President since 1 Jul 2009. Martin Edwin Juergens joined the executive team most recently as the Chief Executive Officer, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martin Edwin Juergens	Chief executive officer, chief compliance officer	1 Jul 2009	50% - 75%	4604990
John Francis Kiley	President	1 Jul 2009	50% - 75%	2343432

Based in Olympia

The principal office where Kjwm LLC performs its advisory services is located at 2413 Pacific Avenue, S.E. Ste C, Olympia, WA 98501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.