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AE Financial & Risk Management, Inc.

AE Financial & Risk Management, Inc.. CRD 172395

AE Financial & Risk Management, Inc. logo

CRD: 172395

AE Financial & Risk Management, Inc.

Alpharetta, GA, 30005
6783384396
www.aefinancial.biz
$40.1M Total AUM
$38.3M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
--
Established Date
08-06-2014
Office Locations
1

Office Locations

290 Prospect Place Alpharetta GA

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.

Team overview

41 AVG AGE
$40.1M AVG AUM / ADVISOR
$834.5K AVG AUM / CLIENT
11.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Eagle prime Bridge matrix Signal

Client Personas

Delta Pathway zenith

Custodian

Insight Crest value Vector Fusion Pathway vertex

Investment Themes

Element Bridge

Investment Vehicles

Delta

Platform

Vertex beacon

Services

Focus meridian Horizon Alpha Timber Catalyst Wave Glacier Insight unison Pioneer

Owner & Executives

ALI H ELNAJJAR

ALI H ELNAJJAR

Investment Advisor Representative, PRINCIPAL

CRD
#4889527
Ownership
75% or more
(940) 802-1111
unison.vertex@optimacapital.com
in linkedin.com/in/horizon-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $40,055,000

$40.1M Total SMA
Equity - Exchange:
19.8%
Cash:
26.0%
U.S. Government/Agency:
17.2%
Corporate - Investment Grade:
15.0%
Municipal Bonds:
22.0%
Asset class Assets Assets %
Equity - Exchange $346,280,650 19.8%
Cash $454,711,965 26.0%
U.S. Government/Agency $300,809,454 17.2%
Corporate - Investment Grade $262,333,826 15.0%
Municipal Bonds $384,756,278 22.0%
Total $1,748,892,173 100.0%

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