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Roland P J Ltd Dba Ccmg Investment Advisory (Telford)


Roland P J Ltd Dba Ccmg Investment Advisory is a large advisory firm based in Telford. It manages $72.27 million of regulatory assets for 829 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

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Roland P J Ltd Dba Ccmg Investment Advisory provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Roland P J Ltd Dba Ccmg Investment Advisory: assets under management

The assets under management (AUM) of Roland P J Ltd Dba Ccmg Investment Advisory is $72.27 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.28 million in discretionary accounts and $4.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $90.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $57.38 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roland P J Ltd Dba Ccmg Investment Advisory for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Telford

The principal office where Roland P J Ltd Dba Ccmg Investment Advisory performs its advisory services is located at 199 Telford Pike, Telford, PA 18969 The mailing address of the firm is Post Office Box 160, Telford, PA 18969. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-723-4881 or by fax 215-723-4883. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.ccmgadvisors.com.


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