CRD: 172395
AE Financial & Risk Management, Inc.
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-06-2014
- Office Locations
- 1
Office Locations
About AE Financial & Risk Management, Inc.
AE Financial & Risk Management supports individuals and business owners with financial planning and risk-focused portfolio management. The firm builds asset-allocation plans implemented primarily with ETFs, complemented by cash and fixed income. Services also include retirement planning, insurance, estate/legacy and charitable/planned giving, and business succession planning. Works across retail and institutional channels and uses the Envestnet platform; led by principal Ali H. Elnajjar.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.5% is discretionary and 4.5% is non-discretionary.
The firm reports 1 advisory representatives and 48 clients, or 48 clients per representative. That equates to $834.5K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ALI H ELNAJJAR
Investment Advisor Representative, PRINCIPAL
- CRD
- #4889527
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,255,000 | -- |
| Non-Discretionary | $1,800,000 | -- |
| Total | $40,055,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
AE Financial & Risk Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.