Ailares

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
Monmouth Junction, New Jersey
CRD number
340575
Fee structure
Performance Based Fees, Other
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Cheng Xu

    Chief Investment OfficerCRD 7253874

Contacts

2 of 2
  • Mengxue Cao

    Mengxue Cao

    Quantitative AnalystCRD 8228542

  • Weiguang Zhang

    Managing DirectorCRD 8225705

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth