Ajp Financial Services, LLC

Ajp Financial Services, LLC (CRD# 290623) is a financial advisory firm headquartered in Wilmington, DE. They manage $12,303,035 in 73 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Po Box 7136, Wilmington, DE 19803
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $168,535
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, PA, TX

Financial Advisors at Ajp Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anthony Passerini, financial advisor Wilmington DE
Anthony J. Passerini
CRD#: 357516
Wilmington, DE

Anthony Passerini (CRD# 357516) is an Investment Advisor Representative working at Ajp Financial Services, LLC in Wilmington, DE and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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