Overview
Assets Under Management: $205 million
Headquarters: CEDAR KNOLLS, NJ
High-Net-Worth Clients: 99
Average Client Assets: $1 million
Frequently Asked Questions
ALJEN ASSET MANAGEMENT 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 #128962), ALJEN ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
ALJEN ASSET MANAGEMENT LLC is headquartered in CEDAR KNOLLS, NJ.
ALJEN ASSET MANAGEMENT LLC serves 99 high-net-worth clients according to their SEC filing dated November 04, 2025. View client details ↓
According to their SEC Form ADV, ALJEN ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ALJEN ASSET MANAGEMENT LLC manages $205 million in client assets according to their SEC filing dated November 04, 2025.
According to their SEC Form ADV, ALJEN ASSET MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.48
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 994
Discretionary Accounts: 432
Non-Discretionary Accounts: 562
Regulatory Filings
CRD Number: 128962
Filing ID: 2024280
Last Filing Date: 2025-11-04 15:53:14
Website: 2