Overview
Assets Under Management: $576 million
Headquarters: CARSON CITY, NV
High-Net-Worth Clients: 140
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 140
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.17
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,085
Discretionary Accounts: 986
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 167381
Last Filing Date: 2025-02-13 00:00:00
Website: https://aljiancapital.com