Chang Moore Jones Inc. is a large advisory firm based in San Ramon. It manages $90.41 million of regulatory assets for 942 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Massachusetts, and Texas.
Chang Moore Jones provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Chang Moore Jones Inc. is $90.41 million. The firm's AUM has grown by 185% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Chang Moore Jones Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Olivia Susan Moore Jones has been acting as President since 1 Aug 2006. Gregory Stewart Rogers joined the executive team most recently as the Chief Operating Officer.
The principal office where Chang Moore Jones Inc. performs its advisory services is located at 12647 Alcosta Blvd., San Ramon, CA 94583, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-839-9399 or by fax 925-270-1011. The normal business hours are 9:00 am to 5:00 pm on Other. You can find more information about the New York firm at www.cmjcapitalgrp.com.