A&J Wealth Strategies LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| A&J Wealth Strategies LLC
|
| CRD # | 161950 |
| SEC # | 801-79289 |
| CIK # | |
| AUM |
|
| Employees |
45 (31% Investors, 0% Brokers)
|
| Phone | 212-729-7750 |
| Address | 28 Liberty Street
New York, NY 10005 |
| Source |
[IAPD]
[Website] [Facebook]
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Total AUM ($B)
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| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
50
|
0.0 |
| (b) Individuals (high net worth individuals) |
139
|
1.1 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
1 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
1 |
0.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
25 |
0.4 |
| (n) Other |
85 |
0.8 |
| Total |
797 |
2.4 |
| By Discretionary |
| Discretionary |
617 |
1.8 |
| Non-Discretionary |
180 |
0.6 |
| Total |
797 |
2.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
2.3 |
| Total |
797 |
2.4 |
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False
220471124