600 E William Street
Ste. 208
Carson City, Nevada 89701
Tel: 707-230-2158
ALJIAN CAPITAL MANAGEMENT, formally registered with the SEC as ALJIAN CAPITAL MANAGEMENT. The firm was established in 09/06/2013. They have over 2 offices throughout the country.
ALJIAN CAPITAL MANAGEMENT is a Carson City, Nevada based Financial Planning firm with nearly $575,811,284 assets under management, offering retirement planning & investment advisory services to 1085 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 167381 |
SEC# | 801-78416 |
Assets Managed by Firm | $575,811,284 |
No. of Clients | 1085 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1085 | $575,811,284 |
Individuals (other than high net worth individuals) | 285 | $95,037,326 |
High net worth individuals | 140 | $467,409,251 |
Pension and profit sharing plans | Fewer than 5 clients | $10,769,508 |
Corporations or other businesses | 9 | $2,595,199 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$17,032,495,600 | 83 | 8 | |
$6,645,705,545 | 99569 | 28 | |
$6,522,387,220 | 16327 | 149 | |
$5,194,180,776 | 21408 | 264 | |
$4,662,466,719 | 28 | 45 |
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