AJP Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 290623
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.34%
- Individuals8.22%
- Pension & Profit Sharing Plans2.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
AJP Financial Services, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning with portfolio management and offers pension consulting and selection-of-other-advisers services, positioning itself as a capital allocator for clients who need both advice and third-party manager access. Fee arrangements are a mix of percentage-of-assets and fixed fees, and the firm does not identify as an active ESG investor. Investment activity centers on equity exposure: the firm shows a clear preference for exchange-traded equities and uses discretionary mandates for the bulk of its client assets. The adviser appears to favor liquid, exchange-traded instruments and stands ready to direct client capital to outside managers or solutions when appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Anthony Passerini
Managing Member And Chief Compliance OfficerCRD 357516
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations