Aljian Capital Management

Aljian Capital Management (CRD# 167381) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $126,777,451 in 538 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $235,646
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Aljian Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
James R. Aljian
CRD#: 1489018
3550 Round Barn Blvd., Suite 208, Santa Rosa, CA 95403
93
Wealthminder
score

James Aljian (CRD# 1489018) is an Investment Advisor Representative working at Aljian Capital Management in Santa Rosa, CA and has over 28 years of experience in the finance industry.

2
Jessica M. Markarian
CRD#: 2444783
3550 Round Barn Blvd., Suite 208, Santa Rosa, CA 95403
93
Wealthminder
score

Jessica Markarian (CRD# 2444783) is an Investment Advisor Representative working at Aljian Capital Management in Santa Rosa, CA and has over 18 years of experience in the finance industry.

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