Aj Wealth
Aj Wealth (CRD# 161950) is a financial advisory firm headquartered in New York, NY. They manage $2,370,092,170 in 797 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2,370MILLION
-
Total Number of Accounts797ACCOUNTS
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Average Account Value$2,973,767
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY
Financial Advisors at Aj Wealth
No Advisor Found.
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