ALJEN ASSET MANAGEMENT LLC
SEC RegisteredAn Independent Wealth Management Registered Investment Advisory Firm
About the firm
Established in 2003, Aljen Asset Management, LLC is an independent registered investment advisory firm dedicated to offering comprehensive financial planning, wealth management, and employee benefits administration services tailored for individuals and business owners. As a Fiduciary, the firm provides personalized service, superior investment performance, and expert guidance from wealth management to retirement planning. Aljen also specializes in qualified retirement plan administration with a focus on serving small to mid-sized companies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, wealth management, portfolio management, estate planning, retirement planning, tax planning, social security strategies optimization, and qualified retirement plan administration (turnkey retirement solutions for small to mid-sized companies)
Who they serve
Individuals, families, businesses, trusts, retirement plans, and small to mid-sized companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 304 | $53M |
| High Net Worth Individuals | 93 | $111M |
| Charitable Organizations | 50 | $64M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALJEN ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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