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AJ ADVISORS
2726 Larmon Drive
Nashville, Tennessee 37204
Tel: 615-709-8709
About AJ ADVISORS
AJ ADVISORS, formally registered with the SEC as AJ ADVISORS. The firm was established in 05/27/2022. They have over 3 offices throughout the country.
AJ ADVISORS is a Nashville, Tennessee based Financial Planning firm with nearly $246,990,353 assets under management, offering retirement planning & investment advisory services to 1261 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321606 |
| SEC# | 801-125760 |
| Assets Managed by Firm | $246,990,353 |
| No. of Clients | 1261 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1261 | $246,990,353 |
| Individuals (other than high net worth individuals) | 301 | $57,565,199 |
| High net worth individuals | 88 | $187,504,935 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,920,219 |
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