Andrew
Friedman

Ajf Financial Services, Inc

CRD#1038517
Investment Advisor
in New York, NY
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About this Advisor

Andrew Friedman is a certified financial planner based in New York, New York. Currently a registered financial advisor at Ajf Financial Services, Inc, Friedman has an impressive 27 years of experience in the financial advisory industry. Friedman holds a Series 63 license, designating the advisor as a securities agent. Friedman can work with clients in Louisiana and Texas. Over the course of their career, Friedman has held roles at American Portfolios Financial Services and Ajf Financial Services, Inc. Ajf Financial Services, Inc is headquartered in New York, New York. In total, Ajf Financial Services, Inc oversees $80 million in assets throughout 446 accounts and retains five staff members. The firm's total assets under management makes it one of the smaller firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Ajf Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

708 Third Avenue Suite 2011
New York, NY 10017

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Ajf Financial Services, Inc Brokerage Details

Total Assets Under Management

$80,144,411

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

446

NY Average: 3,892
Average Account Size

$179,696

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Friedman Work History

Andrew has 27 years of experience.

2008 - Present (11 years)

American Portfolios Financial Services

1991 - Present (28 years)

Ajf Financial Services, Inc

Disclosures

Andrew Friedman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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