Holly
Nahar

Ajf Capital Management, Inc

CRD#6735851
Investment Advisor
in New York, NY

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About this Advisor

Holly Nahar is a financial advisor based in New York, New York, working with Ajf Capital Management, Inc. Holly has previously held positions 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. Holly has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Holly is part of Ajf Capital Management, Inc, which operates out of New York, New York. The firm has 1 office and 4 employees. The firm manages assets totaling $140.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Ajf Capital Management, Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

211 East 43Rd St. Suite 2004
New York, NY 10017

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Ajf Capital Management, Inc Brokerage Details

Total Assets Under Management

$140,727,107

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

4

NY Average: 88
Total Number of Accounts

606

NY Average: 3,892
Average Account Size

$232,223

NY Average: $1,917,921

Investment Advisory Services

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

Holly Nahar Work History

2022 - Present (2 years)

American Portfolios Financial Services, Inc

2018 - Present (6 years)

Ajf Capital Management Inc

2016 - 2020 (4 years)

Baruch College

2015 - 2015 (< 1 year)

Project Find- Senior Home Center

2015 - 2016 (1 year)

Cultural Collaborative Jamaica

2015 - 2017 (2 years)

Blank Financial

2012 - 2016 (4 years)

Richmond Hill High School

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

John Romano
New York, NY
Holly Nahar
New York, NY
Steven Brennan
New York, NY
Andrew Friedman
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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