Andrew
Friedman
Ajf Capital Management, Inc
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About this Advisor
Andrew Friedman is a certified financial planner operating in New York, New York with a total of 6 years of industry experience. Friedman works at Ajf Capital Management, Inc. Their career trajectory has included roles at American Portfolios Financial Services and Ajf Capital Management, Inc. Friedman holds a Series 63 license, designating them as a securities agent, and is approved to operate in Louisiana and New York. Ajf Capital Management, Inc is a company operating out of New York, NY. It has just four employees. It administers $119 million in assets under management among its 558 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 client accounts, 30% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically depend on which services the firm provides the client. However, fees billed by Ajf Capital Management, Inc likely consist of any blend of 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
Andrew Friedman Work History
Andrew has been registered as a financial advisor for 6 years.*
American Portfolios Financial Services
Ajf Capital Management, 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 Andrew Friedman 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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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.
