AJA Financial LLC

Overview

AJA Financial LLC is an independent, state-registered advisory firm organized as an LLC and owned by an individual. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its business model blends advisory services with insurance brokerage capabilities; the firm lists annuities among its product suite and operates under both percentage-of-AUM and fixed-fee billing arrangements. The firm reports a clear preference for equities in its managed portfolios and does not describe itself as an ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices