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| Happy Holidays!! thanks for using AUM13F!! |
| Aljen Asset Management LLC
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| CRD # | 128962 |
| SEC # | 801-130868 |
| CIK # | |
| AUM | $205.4 M (2025-03-26) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 973-316-1212 |
| Address | 210 Malapardis Road Cedar Knolls, NJ 07927 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 39.5 |
| (b) Individuals (high net worth individuals) | 99 | 101.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 49.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 8.2 |
| (n) Other | 16 | 7.1 |
| Total | 994 | 205.4 |
| By Discretionary | ||
| Discretionary | 432 | 115.9 |
| Non-Discretionary | 562 | 89.5 |
| Total | 994 | 205.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 205.4 | |
| Total | 994 | 205.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Avid Wealth Partners LLC
✚
|
TX | 0.2 |
|
Bingham Private Wealth LLC
✚
|
CA | 0.2 |
|
Cassia Capital Partners LLC
✚
|
NC | 0.2 |
|
Elevation Advisory Partners LLC
✚
|
FL | 0.2 |
|
Rachor Investment Advisory Services LLC
✚
|
MI | 0.2 |
|
McAlister Sweet & Associates Inc
✚
|
TX | 0.2 |
|
Belleair Asset Management LLC
✚
|
FL | 0.2 |
|
Radix Financial LLC
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|
0.2 | |
|
Family Fiduciary Services Inc
✚
|
MA | 0.2 |
|
Capital Financial Group Inc
✚
|
CO | 0.2 |