AJF CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 126414
- Registered since
- April 24, 2015
- Website
- www.ajfcapital.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI69.73%
- Individuals27.75%
- Pension & Profit Sharing Plans2.15%
- Charitable Organizations0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
AJF Capital Management, Inc. is an independent registered investment advisor that has been operational since 2015. The firm focuses on providing financial planning services, portfolio management for individuals and small businesses, and pension consulting services. Its client base includes both individual and family clients as well as institutional investors. AJF Capital Management, Inc. is recognized as an active ESG investor, reflecting its commitment to sustainable and responsible investment practices. The firm operates under a fee structure that includes a percentage of assets under management, fixed fees, and commissions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities25%
- US Government Bonds1%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 5LORETTA ROSS-FRIEDMAN
OwnerCRD 6606346
ANDREW FRIEDMAN
President and FounderCRD 1038517
John Romano
Registered RepresentativeCRD 6351391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 211 E 43rd St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
INDEX TECHNOLOGIES GROUP LLC
RIANew York, NY
CANDELO CAPITAL MANAGEMENT LP
RIANew York, NY
LANSING MANAGEMENT, LP
RIANew York, NY
HUDSON EXECUTIVE CAPITAL LP
RIANew York, NY
OPPENHEIMER ALTERNATIVE INVESTMENT MANAGEMENT, LLC
RIANew York, NY
ARC24 MANAGEMENT, LP
RIANew York, NY