RIA Intel›Advisers›New Jersey›ARMAN JAMES INVESTMENTS LLC

ARMAN JAMES INVESTMENTS LLC

Advisory

NJ

Data as of Nov 15, 2023 · Source: SEC Form ADV

Average account

$186K

across 137 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 15, 2023.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients135

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

135 clients

38 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

CHARTER CAPITAL ADVISORS LLC

$26M

MORDKOVICH CAPITAL, LLC

$26M

CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC

$25M

THE KNOX GROUP GLOBAL WEALTH MANAGEMENT PROFESSIONAL CORPORATION

SHORT HILLS, NJ

$25M

TRUE NORTH FINANCIAL SERVICES, LLC

$26M

RUBICON QUANTITATIVE FUND MANAGEMENT LP

$26M

Get the full picture on ARMAN JAMES INVESTMENTS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ARMAN JAMES INVESTMENTS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans