600 E. William Street
Suite 208
Carson City, Nevada 89706
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 $331,853,569 assets under management, offering retirement planning & investment advisory services to 997 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 167381 |
SEC# | 801-78416 |
Assets Managed by Firm | $331,853,569 |
No. of Clients | 997 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 997 | $331,853,569 |
Individuals (other than high net worth individuals) | 278 | $62,131,078 |
High net worth individuals | 123 | $262,841,483 |
Pension and profit sharing plans | 4 | $5,462,714 |
Corporations or other businesses | 7 | $1,418,294 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$21,495,960,000 | 30 | 5 | |
$16,666,770,589 | 127 | 8 | |
$6,107,388,811 | 106443 | 26 | |
$3,855,302,523 | 16063 | 226 | |
$3,423,013,375 | 6588 | 85 |
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