Overview
Assets Under Management: $304 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 292
Average Client Assets: $259,289
Frequently Asked Questions
AJ ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321606), AJ ADVISORS, LLC is subject to fiduciary duty under federal law.
AJ ADVISORS, LLC is headquartered in NASHVILLE, TN.
AJ ADVISORS, LLC serves 292 high-net-worth clients according to their SEC filing dated August 12, 2025. View client details ↓
According to their SEC Form ADV, AJ ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
AJ ADVISORS, LLC manages $304 million in client assets according to their SEC filing dated August 12, 2025.
According to their SEC Form ADV, AJ ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 292
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.95
Average High-Net-Worth Client Assets: $259,289
Total Client Accounts: 1,412
Discretionary Accounts: 1,412
Regulatory Filings
CRD Number: 321606
Filing ID: 2008786
Last Filing Date: 2025-08-12 10:08:00
Website: https://ajadvice.com