Daniel
Donofrio
Aj Wealth
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About this Advisor
Daniel Donofrio is a certified financial planner operating in New York, New York who has 1 year of industry experience. Donofrio is an employee of Aj Wealth. During their career, Donofrio has held roles at Colas Inc, Headquarters Advisory Group, Pnc Wealth Management, Cbre, The Colony Group, Aj Wealth, Bloomberg, Lp and Aj Wealth LLC. Donofrio is approved to serve investors in California and New York. Aj Wealth is a registered investment company that has its headquarters in New York, NY. It controls $2 billion in assets among its 797 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves one charitable organizations. Of its 797 accounts, 46% are associated with high-net-worth clients who have more than $1 million in investable assets. Aj Wealth performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fee schedules depend on which services the firm provides the client. However, fees charged by Aj Wealth can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aj Wealth Brokerage Details
$2,370,092,170
45
797
$2,973,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Daniel Donofrio Work History
Daniel has been registered as a financial advisor for 1 years.*
Aj Wealth LLC
Aj Wealth
The Colony Group
Cbre
Pnc Wealth Management
Headquarters Advisory Group
Bloomberg, Lp
Colas Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Donofrio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aj Wealth
New York, NY
Mount Pleasant Drive, SC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
