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AJO
PHILADELPHIA, PA
215.546.7500
SEC #801-22950Total AUM
$579.9M
Employees
17Clients
13Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
230 SOUTH BROAD STREET
TWENTIETH FLOOR
PHILADELPHIA
PA 19102-4102
United States
TWENTIETH FLOOR
PHILADELPHIA
PA 19102-4102
United States
Operating Hours
8AM TO 6PM
Monday - Friday
Monday - Friday
Phone
215.546.7500
Financials
Total AUM
$579.9M
Accounts
4Discretionary
$579.9M
Accounts
4Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
1AUM
$0
Banking Clients
1AUM
$0
Pooled Vehicle Clients
2AUM
$193.6M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$386.3M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
MULTI-EMPLOYER
Services
Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
PA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.