RIA Intel›Advisers›Delaware›AJP FINANCIAL SERVICES, LLC

AJP FINANCIAL SERVICES, LLC

Advisory

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$364K

across 71 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$25M

Non-Discretionary AUM$630K

Discretionary %97.6%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

CIRRUS CAPITAL MANAGEMENT, LLC

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TULA INVESTMENT GROUP LLC

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FPG INVESTMENTS, LLC

$25M

-0.3% 1Y

GUNNIP INVESTMENT AND FINANCIAL ADVISORS LLC

WILMINGTON, DE

$25M

SPONDEO CAPITAL, LLC

$27M

HIP INVESTOR, INC.

$27M

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