Overview
Assets Under Management: $2.4 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 139
Average Client Assets: $7.9 million
Frequently Asked Questions
AJ WEALTH 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 #161950), AJ WEALTH is subject to fiduciary duty under federal law.
AJ WEALTH is headquartered in NEW YORK, NY.
AJ WEALTH serves 139 high-net-worth clients according to their SEC filing dated December 08, 2023. View client details ↓
According to their SEC Form ADV, AJ WEALTH offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
AJ WEALTH manages $2.4 billion in client assets according to their SEC filing dated December 08, 2023.
According to their SEC Form ADV, AJ WEALTH serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.23%
Average Client Assets: $7.9 million
Total Client Accounts: 797
Discretionary Accounts: 617
Non-Discretionary Accounts: 180
Regulatory Filings
CRD Number: 161950
Filing ID: 1805124
Last Filing Date: 2023-12-08 15:06:00