Adviser Profile
| As of Date | 11/27/2019 |
| Registration status | Registration Changed to ALJEN ASSET MANAGEMENT LLC |
| ADV Location | CEDAR KNOLLS, NJ, United States |
| AUM* | 75,819,743 |
| of that, discretionary | 52,611,139 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 329,651 |
| % High Net Worth | 12.19% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
111M
95M
80M
64M
48M
32M
16M
2018
2019
Private Funds
No private funds