Aziz Lalljee, financial advisor Chicago IL
90 score

Aziz Lalljee

CRD Number: 5959961
Current Firm: Finom

Aziz Lalljee (CRD# 5959961) is an Investment Advisor Representative working at Finom in Chicago, IL and has over 5 years of experience in the finance industry.

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Forum Financial Management, LP
Company Name Location Dates Years
Finom Financial LLC Chicago, IL Jul 2011 - Current 5
University Of Chicago Booth School Of Business Chicago, IL Aug 2010 - Jun 2012 1
Tamarix Capital New York, NY May 2010 - Aug 2010 < 1
Navigant Consulting Philadelphia, PA Aug 2007 - Feb 2010 2
University Of Pennsylvania Philadelphia, PA Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Aziz A. Lalljee
Phone Number: 312-281-5479
Firm Website:
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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