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Building 2ALJEN ASSET MANAGEMENT LLC

Map pinCEDAR KNOLLS, NJ
Phone973-316-1212
NotebookSEC #801-112951
Total AUM
$75.8M
Employees
1
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 MALAPARDIS ROAD
SUITE 201
CEDAR KNOLLS
NJ 07927
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
973-316-1212
Other Offices
2

ReceiptFinancials

Total AUM
$75.8M
Accounts
560
Discretionary
$52.6M
Accounts
230
Non-Discretionary
$23.2M
Accounts
330

ContactClients

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Individual Clients
245
AUM
$31.1M
HNW Individual Clients
34
AUM
$36.8M
Pension/Profit Sharing Plan Clients
16
AUM
$7.3M
Corporation or Business Clients
1
AUM
$680.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
THIRD PARTY ADMINISTRATION FOR RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMANJNYPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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