Julian Aiken (CRD# 7889594) is an Investment Advisor Representative working at Manhattan West Asset Management, LLC in Naples, FL and has 1 year of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brunswick Sports & Entertainment | Naples, FL | Jan 2022 - Current | 2 |
| Electrical | New York, NY | Sep 2020 - Nov 2023 | 3 |
| Wordstream | Boston, MA | May 2017 - Sep 2020 | 3 |
| Singleplatform | New York, NY | May 2016 - May 2017 | 1 |
| Student | Worester, MA | Aug 2012 - May 2016 | 3 |
- CA
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Total Assets Under Management1,038MILLIONS
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Total Number of Accounts991ACCOUNTS
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Average Account Value$1,047,048
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, NC, NJ, NV, NY, OK, WA, WI
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