Overview
Assets Under Management: $576 million
Headquarters: CARSON CITY, NV
High-Net-Worth Clients: 140
Average Client Assets: $3 million
Frequently Asked Questions
ALJIAN CAPITAL 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 #167381), ALJIAN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALJIAN CAPITAL MANAGEMENT, LLC is headquartered in CARSON CITY, NV.
ALJIAN CAPITAL MANAGEMENT, LLC serves 140 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, ALJIAN CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ALJIAN CAPITAL MANAGEMENT, LLC manages $576 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, ALJIAN CAPITAL MANAGEMENT, 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: 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