Aj Wealth Strategies is an investment advisor in New York with $2.86 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454981519
SEC advisor number
801-79289
FINRA CRD number
161950
AUM ?
$2.37 bn
(as of 8 Dec 23)
Accounts
797
(as of 8 Dec 23)
Employees
45
(14 investment advisory or research)
Address
Aj Wealth Strategies
28 LIBERTY STREET
SUITE 2850
NEW YORK
NY 10005
28 LIBERTY STREET
SUITE 2850
NEW YORK
NY 10005
Phone
(212)729-7750
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21