A
$25.9M Total AUM
$25.2M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
8 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2018
- Office Locations
- 1
Office Locations
-- Wilmington DE
About AJP Financial Services, LLC
AJP Financial Services, LLC is a Wilmington-based RIA. The firm has been operating for 8 years. Managing $25.9M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Charles Schwab & Company.
Team overview
-- AVG AGE
$25.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Owner & Executives
A
ANTHONY JOSEPH PASSERINI
Chief Compliance Officer, Managing Member
- CRD
- #357516
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,226,667 | -- |
| Non-Discretionary | $629,874 | -- |
| Total | $25,856,541 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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