AJ Wealth Strategies is based out of New York. AJ Wealth Strategies is a large advisory firm with 250 clients and discretionary assets under management (AUM) of $708,000,000 (Form ADV from 2018-10-01). Their last reported 13F filing for Q3 2019 included $758,196,000 in managed 13F securities and a top 10 holdings concentration of 67.4%. AJ Wealth Strategies's largest holding is Schwab U.S. Large-Cap ETF with shares held of 1,601,275. Whalewisdom has at least 12 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
|Performance for Q1 2019:||2.43%|
|Performance Last 4 Quarters:||2.15%|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||24|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Fixed fees|
|Amount of client funds and securities:||79,660,200|
|Total Number of Clients:||250|
|Amount of client funds and securities by related persons:||62,197,700|
|Total Number of clients from related persons:||21|