Aljen Asset Management LLC

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Assets, Funds, Holdings

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Aljen Asset Management LLC
CRD #128962
SEC #801-130868
CIK #
AUM $126.5 MM (2024-07-03)
Employees 5 (20% Investors, 0% Brokers)
Phone973-316-1212
Address210 Malapardis Road
Cedar Knolls, NJ 07927
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
13010478522602004201120182025
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
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
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