$230.2M Total AUM
$135.5M Disc. AUM
-- 3Y CAGR
5 Employees
456 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2004
- Office Locations
- 1
Office Locations
210 Malapardis Road Suite 201 Cedar Knolls NJ
About Aljen Asset Management LLC
Aljen Asset Management is an independent, fee-based fiduciary RIA (est. 2003) providing integrated financial planning and portfolio management for individuals, families, trusts, and business owners. The firm also delivers turnkey qualified retirement plan and employee benefits administration for small- to mid-sized companies, pairing plan operations with investment oversight; custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$115.1M AVG AUM / ADVISOR
$504.9K AVG AUM / CLIENT
11.5 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
E
ELLIOTT STEPHEN COLLINS
Certified Financial Planner, Chief Compliance Officer, DIRECTOR, President
- CRD
- #1317745
- Ownership
- 75% or more
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A
Alana Michele Collins
--
- CRD
- #8203676
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,544,014 | $281,796 |
| Non-Discretionary | $94,683,426 | $163,812 |
| Total | $230,227,440 | $217,401 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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