Holly
Nahar
Ajf Capital Management, Inc
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About this Advisor
Holly Nahar is a financial advisor working out of New York, New York with a total of 1 year of relevant experience. Nahar is an advisor for Ajf Capital Management, Inc. Throughout their career, they have worked at Richmond Hill High School, Baruch College, Project Find- Senior Home Center, Cultural Collaborative Jamaica, Blank Financial, Ajf Capital Management Inc and American Portfolios Financial Services, Inc. Nahar maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New York. Ajf Capital Management, Inc is an advisory business that has its headquarters in New York, NY. The firm has just four financial advisors. It oversees $119 million in assets among its 558 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 558 customer accounts, 30% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Ajf Capital Management, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually depend on which services the firm provides the client. However, fees billed by Ajf Capital Management, Inc can include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ajf Capital Management, Inc Brokerage Details
$118,498,792
4
558
$212,363
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Holly Nahar Work History
Holly has been registered as a financial advisor for 1 years.*
American Portfolios Financial Services, Inc
Ajf Capital Management Inc
Baruch College
Project Find- Senior Home Center
Cultural Collaborative Jamaica
Blank Financial
Richmond Hill High School
*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 Holly Nahar 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 Ajf Capital Management, Inc
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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