Ailares
Firm details
- Headquarters
- Monmouth Junction, New Jersey
- CRD number
- 340575
- Fee structure
- Performance Based Fees, Other
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ailares is a privately held corporation registered in New Jersey and owned by an individual. The firm provides portfolio management services targeted at individuals and small businesses. Its compensation structure includes performance-based fees alongside other fee arrangements, and it does not identify itself as a capital allocator or pension consultant. The firm does not list active ESG investing as part of its approach and is not organized as a multi-state adviser. Industry affiliations include relationships with accounting professionals, suggesting coordination with outside tax or accounting advisers may be part of its client service model. The firm's regulatory classification is recorded as unclassified.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Cheng Xu
Chief Investment OfficerCRD 7253874
Contacts
2 of 2
Mengxue Cao
Quantitative AnalystCRD 8228542
Weiguang Zhang
Managing DirectorCRD 8225705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Monmouth Junction, NJ
Middlesex
Location
Monmouth Junction, NJ
Headquartered in Monmouth Junction, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Middlesex
- Address
- 4250 Us Highway 1
- Time zone
- ET (UTC-5)
- Office locations
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