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RJA ASSET MANAGEMENT LLC
Four Stamford Plaza
107 Elm Street
Stamford, Connecticut 06902
Tel: 203-655-8200
About RJA ASSET MANAGEMENT LLC
RJA ASSET MANAGEMENT LLC, formally registered with the SEC as RJA ASSET MANAGEMENT LLC. The firm was established in 05/24/2010. They have over 1 offices throughout the country.
RJA ASSET MANAGEMENT LLC is a Stamford, Connecticut based Financial Planning firm with nearly $720,082,969 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153428 |
| SEC# | 801-71483 |
| Assets Managed by Firm | $720,082,969 |
| No. of Clients | 9 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (A PERCENTAGE OF THE NOTIONAL AMOUNT SUBJECT TO OUR STRATEGIES.)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $720,082,969 |
| High net worth individuals | Fewer than 5 clients | $184,018,512 |
| Charitable organizations | Fewer than 5 clients | $156,692,750 |
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