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ALJIAN CAPITAL MANAGEMENT

600 E William Street
Ste. 208
Carson City, Nevada 89701
Tel: 707-230-2158

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About ALJIAN CAPITAL MANAGEMENT

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.

Firm Information

SEC Current StatusApproved
Firm CRD#167381
SEC#801-78416
Assets Managed by Firm$575,811,284
No. of Clients1085
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1085$575,811,284
Individuals (other than high net worth individuals)285$95,037,326
High net worth individuals140$467,409,251
Pension and profit sharing plansFewer than 5 clients$10,769,508
Corporations or other businesses9$2,595,199

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