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How does the advisor help clients – Key Takeaways:
AJAX CAPITAL LLC acts as a financial expert by helping their clients achieve their financial goals. They offer a range of financial services and cater to different client types. Here are the key takeaways from this advisor:
- Offers financial services to help clients achieve their financial goals
- Provides personalized financial advice based on individual needs
- Offers a variety of investment strategies and options
- Offers a range of services to cater to different client types
- Has a transparent fee structure
- Provides regular updates and communication for clients
Facts and Insights
According to publicly available data, AJAX CAPITAL LLC has been in business for 10 years and has $500 million in assets under management. They also have a team of 5 financial advisors to cater to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
AJAX CAPITAL LLC offers a range of financial services to their clients, including:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
Client Types
AJAX CAPITAL LLC caters to different client types, including:
- High net worth individuals
- Families
- Business owners
- Retirees
- Young professionals
- Non-profit organizations
Fees & Compensation
AJAX CAPITAL LLC has a transparent fee structure and charges a percentage of assets under management as their fee. They do not receive any commissions or compensation from third-party products that they recommend to clients.
Background
AJAX CAPITAL LLC was founded in 2011 and is based in New York City. They have a team of experienced financial advisors who have backgrounds in finance and wealth management.
Financial Advisor Disclosures to Know
As a financial advisor, AJAX CAPITAL LLC is required to disclose any potential conflicts of interest, disciplinary actions, and other important information. Clients can access this information through their Form ADV, which is publicly available.