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Najarian Family Office, LLC

Najarian Family Office, LLC. CRD 282209

Najarian Family Office, LLC logo

CRD: 282209

Najarian Family Office, LLC

Chicago, IL, 60606
3128783147
www.najarianfamilyoffice.com
$75.6M Total AUM
$75.6M Disc. AUM
-- 3Y CAGR
6 Employees
66 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Element prime
Established Date
01-06-2016
Office Locations
8

Office Locations

223 W Jackson Blvd. Suite 500 Chicago IL
-- -- --
-- -- GA

About Najarian Family Office, LLC

Najarian Family Office, LLC provides objective, strategic wealth management and financial planning, plus consulting, structured to act solely in clients’ best interests with no conflicts. The firm serves a retail client base and focuses on portfolio construction, with SMA assets invested primarily in ETFs (with additional use of public funds). Custody is at Interactive Brokers.

Team overview

45 AVG AGE
$18.9M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Ember focus Summit frontier Zenith prime

Client Personas

Eagle

Custodian

Pioneer Horizon Meridian Fusion fusion Delta Alpha focus Momentum ember Unison Element insight

Investment Themes

Unison Quantum

Investment Vehicles

Signal capital

Services

Optima Focus signal Signal horizon Delta atlas Optima

Technology

Element north

Owner & Executives

J

JEFFREY HANS MELGARD

CO-CIO

CRD
#3147283
Ownership
Less than 5%
(903) 571-5352
alpha.peak@crestcapital.com
in linkedin.com/in/summit-matrix
T

TODD DENNIS RAARUP

Chief Executive Officer, CO-CIO

CRD
#4632522
Ownership
Less than 5%
(460) 359-8064
vector.element@eaglecapital.com
in linkedin.com/in/matrix-frontier
G

Glacier matrix

Focus pioneer

CRD
#25888
Ownership
49.3%
(478) 294-9610
timber.bridge@unisoncapital.com
in linkedin.com/in/peak-vital

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Contacts

A

ALAN WILLIAM CHARACH

Vice President

CRD
#6050527
(419) 324-4762
beacon.delta@harborcapital.com
in linkedin.com/in/optima-wave
A

Alan Charach

Vice President

CRD
--
(892) 561-9611
bridge.bridge@legacycapital.com
in linkedin.com/in/momentum-focus
V

Vital unison

Frontier wave

CRD
#16907
(685) 293-9258
unison.foundation@bridgecapital.com
in linkedin.com/in/element-eagle

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $75,556,958 --
Non-Discretionary $0 --
Total $75,556,958 --

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Separately Managed Accounts

Total SMA Asset: $75,556,958

$75.6M Total SMA
Equity - Exchange:
12.3%
Public Funds:
11.1%
U.S. Government/Agency:
26.2%
Cash:
20.8%
Corporate - Investment Grade:
23.0%
Other:
6.6%
Asset class Assets Assets %
Equity - Exchange $175,803,428 12.3%
Public Funds $158,651,874 11.1%
U.S. Government/Agency $374,475,595 26.2%
Cash $297,293,602 20.8%
Corporate - Investment Grade $328,738,118 23.0%
Other $94,333,548 6.6%
Total $1,429,296,165 100.0%

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