$2.1M Total AUM
$1.1K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
22 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · Millennium Trust · Vanguard
- Clients
- Retail and Institutional
- Platforms
- AlphaDelta vital
- Established Date
- 02-01-2004
- Office Locations
- 1
Office Locations
-- Ashburn VA
About E J Financial Corp.
EJ Financial Corporation provides finance and technology consulting to federal agencies and prime contractors, alongside investment advisory and a cloud-native SaaS lending solution for institutional investors and high-net-worth individuals. Investment implementation is largely ETF-based in SMAs, with custody available through Fidelity/NFS.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Summit vertex Ember Unison Momentum atlas
Client Personas
Horizon foundation
Investment Themes
Meridian Prime Value prime
Investment Vehicles
Fusion delta
Services
Legacy Element
Technology
Momentum Timber oak
Owner & Executives
J
JITIN KUMAR SINGHAL
Chief Executive Officer, President
- CRD
- #5780731
- Ownership
- 75% or more
(697) 850-1917
delta.momentum@unisoncapital.com
in linkedin.com/in/prime-capital
E
EKTA SINGHAL
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
(246) 265-3662
value.insight@vitalcapital.com
in linkedin.com/in/horizon-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,129 | -- |
| Non-Discretionary | $2,101,485 | -- |
| Total | $2,102,614 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,102,614
Equity - Exchange:
55.6% Cash:
31.0% Equity - OTC:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,040,005,155 | 55.6% |
| Cash | $2,252,520,860 | 31.0% |
| Equity - OTC | $973,670,307 | 13.4% |
| Total | $7,266,196,322 | 100.0% |