ALJ Capital, LLC
Firm details
- Headquarters
- Cheltenham, Pennsylvania
- CRD number
- 343778
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
ALJ Capital, LLC is a Pennsylvania-registered limited liability company that provides financial planning and portfolio management services to individuals and small businesses. The firm is individually owned and charges advisory fees calculated as a percentage of assets under management. It identifies as an unclassified adviser and does not position itself as a capital allocator or pension consultant. The firm does not report integration of ESG factors into its investment approach and is not organized as a multi-state adviser. Industry affiliation is listed as "Accountant," which suggests a link to accounting professionals or accounting services in support of its advisory practice.
Assets & Accounts
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 1Peter Elliott
Principal And Chief Compliance OfficerCRD 8320570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cheltenham, PA
Montgomery
Location
Cheltenham, PA
Headquartered in Cheltenham, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 110 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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