Pjs Investment Management is an SEC registered investment adviser organized as a corporation with a primary office location in Cedarburg, WI. Its latest Form ADV filing, dated March 27, 2026, reports $852M in regulatory assets under management, 18 employees, and 1,368 accounts.
Assets Under Management
$852M
Employees
18
Offices
--
Total Clients
474
Primary office
CEDARBURG, WI
W62N570 WASHINGTON AVENUE, CEDARBURG, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
266
2
HNWI
39.7%
188
3
Pension Plans
1.9%
9
4
Corporations
1.3%
6
5
Charitable
1.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$852Mas of March 27, 2026
Discretionary97.0%
$827M
97% of total RAUM97.0%
Non-discretionary3.0%
$25M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$852M
Total Accounts1,368
10Y AUM Change+$394M (+86.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee26:1
10Y Employee Change+7 (+63.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.