Investment adviser · CRD 104688

AKJ ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

PALO ALTO, CA, United States · Form ADV filed Dec 14, 2012

Regulatory AUM
$194M
Form ADV · Item 5.F
Client accounts
445
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 14, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

1180 HARKER AVENUE
PALO ALTO, CA, 94301, United States

CRD 104688

Filing source

Form ADV 686206 · Dec 14, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.