AJA Financial LLC

Overview

AJA Financial LLC operates as an independent registered investment adviser that focuses on customized planning and portfolio management for individuals and small businesses. The firm combines fee-based asset management with financial planning and also acts as an insurance broker, indicating a hybrid advisory model that integrates investment management with insurance and annuity solutions. Investment activity is concentrated in publicly traded equities, suggesting a core emphasis on listed-stock and ETF strategies rather than direct private-market deployment. The adviser charges asset-based fees and fixed fees, and its client base is primarily individual and family relationships rather than institutional or retirement-plan sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices