Source: Financial Planning

CJM Wealth Management: Dynasty beats out roll-ups in contest for $300M RIA

Unhappy with M&A offers, CJM chooses to stay independent.

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Est. Annual Revenue
$100K-5.0M
Est. Employees
1-25
Charles Massimo's photo - President & CEO of CJM

President & CEO

Charles Massimo

CEO Approval Rating

90/100

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