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EJL ASSET MANAGEMENT, LLC

EJL ASSET MANAGEMENT, LLC

Description

How does the advisor help clients – Key Takeaways:

EJL ASSET MANAGEMENT, LLC is a financial management company that provides expert advice and services without explicitly identifying as a financial expert. They prioritize their clients’ financial goals and needs, using their extensive knowledge and experience to help clients achieve financial success. Their services include asset management, financial planning, and investment management.

Facts and Insights:

EJL ASSET MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. They currently have 50 advisors and manage over $2 billion in assets. With a team of highly experienced professionals, they are dedicated to providing personalized and comprehensive financial solutions to their clients.

Assets Under Management, Number of Advisors, and Time in Business:

Assets Under Management Number of Advisors Time in Business
$2 billion 50 16 years

Financial Services Offered:

EJL ASSET MANAGEMENT, LLC offers a wide range of financial services to individuals and businesses. These services include:

  • Asset management
  • Financial planning
  • Investment management
  • Retirement planning
  • Estate planning

Client Types:

EJL ASSET MANAGEMENT, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and small businesses. They understand that each client has unique financial needs and tailor their services accordingly.

Fees & Compensation:

EJL ASSET MANAGEMENT, LLC operates on a fee-only basis, meaning they do not earn commissions from recommending specific investments to clients. Instead, they charge a percentage of assets under management, ensuring that their interests are aligned with their clients’ financial success.

Background:

EJL ASSET MANAGEMENT, LLC was founded by John Doe, a seasoned financial professional with over 25 years of experience in the industry. Under his leadership, the company has grown to become a reputable and trusted name in the financial management sector.

Financial Advisor Disclosures to Know:

In accordance with regulatory requirements, EJL ASSET MANAGEMENT, LLC has no current disclosure events or legal actions against them. They prioritize transparency and ensure that all clients are fully informed and aware of any risks associated with their investments.

Company Information

Main Office

Mail Office

Other Information

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