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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 04-01-2006
- Office Locations
- 2
Office Locations
About Aljian Capital Management
Aljian Capital Management is a boutique, fee-based RIA serving retail and institutional clients with customized portfolio management aligned to return goals and risk tolerance. The firm focuses on asset allocation and portfolio construction using a broad mix of investment vehicles—especially ETFs, index funds, and mutual funds—and also provides financial planning, insurance, and business-succession support, including for entrepreneurs. Custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
DENISE LOUISE ALJIAN
Managing Partner
- CRD
- --
- Ownership
- Less than 5%
JAMES RAYMOND ALJIAN
Investment Advisor
- CRD
- #1489018
- Ownership
- Less than 5%
Frontier radial
Wave catalyst summit
- CRD
- #47531
- Ownership
- 4.6%
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MANSOOR KISAT
Financial Advisor
- CRD
- #1392148
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $590,604,482 | $625,640 |
| Non-Discretionary | $37,192,768 | $354,217 |
| Total | $627,797,250 | $598,472 |
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Separately Managed Accounts
Total SMA Asset: $627,797,250
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,631,880,484 | 25.0% |
| U.S. Government/Agency | $1,638,408,006 | 25.1% |
| Public Funds | $1,155,371,382 | 17.7% |
| Cash | $1,331,614,475 | 20.4% |
| Municipal Bonds | $770,247,588 | 11.8% |
| Total | $6,527,521,935 | 100.0% |