Adviser Profile

As of Date 08/09/2024
Registration status Registration Changed to ALJEN ASSET MANAGEMENT LLC
ADV Location CEDAR KNOLLS, NJ, United States
Contact Info 973 xxxxxxx
Websites
AUM* 126,500,545
of that, discretionary 97,711,337
Number of Employees 5
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 216,982
% High Net Worth 18.83%
SMA’s No
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
- Other

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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees