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Aljen Asset Management LLC
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CRD # | 128962 |
SEC # | 801-130868 |
CIK # | |
AUM | $126.5 MM (2024-07-03) |
Employees | 5 (20% Investors, 0% Brokers) |
Phone | 973-316-1212 |
Address | 210 Malapardis Road Cedar Knolls, NJ 07927 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 291 | 47.3 |
(b) Individuals (high net worth individuals) | 71 | 74.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 8 | 1.8 |
(n) Other | 0 | 1.9 |
Total | 583 | 126.5 |
By Discretionary | ||
Discretionary | 395 | 97.7 |
Non-Discretionary | 188 | 28.8 |
Total | 583 | 126.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 126.5 | |
Total | 583 | 126.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Insight Securities Inc
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|
IL | 0.1 |
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
Saddock Wealth LLC
✚
|
TX | 0.1 |
Vigil Wealth Management LLC
✚
|
FL | 0.1 |
Korving & Company LLC
✚
|
VA | 0.1 |
Golden Wealth Management LLC
✚
|
PA | 0.1 |
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
Equilibria Wealth Management LLC
✚
|
TX | 0.1 |
Rookwood Wealth Management LLC
✚
|
OH | 0.1 |
Maytal Asset Management LLC
✚
|
NY | 0.1 |