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- Custodian
- Charles Schwab & Company · Northern Trust · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-05-2020
- Office Locations
- 1
Office Locations
About AJA Financial LLC
Aja Financial LLC is an independent, fee-only advisory firm in Alabama providing comprehensive financial planning and investment management. The practice serves clients across the wealth journey, including those preparing for and transitioning into retirement. Portfolios are largely ETF-based, and the firm is part of the SmartVestor network—useful context for referral-driven growth and distribution outreach.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TIMOTHY SCOTT AJA
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4443823
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,899,977 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,899,977 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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