ALJ Capital, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Cheltenham, Pennsylvania
CRD number
343778
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Peter Elliott

    Principal And Chief Compliance OfficerCRD 8320570

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth