A complete list of active advisors currently associated with AJ Patti Advisors LLC
Warmer can help you find a great advisor at AJ Patti Advisors LLC or one who fits your needs even better.
The firm provides financial and retirement planning, risk-management and current-portfolio review, and investment and portfolio management services to individual and family clients. It operates as a single-advisor practice and states a minimum account threshold for discretionary portfolio management. Its investment process is top-down and allocation-driven: the firm and client agree on an asset allocation (equities, fixed income, cash) and then implement that allocation through underlying funds and securities, with documented portfolio parameters and the ability for clients to impose investment restrictions. Risk management and periodic account reviews are emphasized, and the firm does not take custody of client assets or vote client proxies. The firm’s principal holds the CFA charter and brings decades of senior institutional risk-management experience, which the brochure highlights as a central element of its advisory approach. Founded recently, the firm reported no assets under management at the time of its most recent filing and the principal also serves in an unpaid nonprofit board role, combining institutional background with a nascent independent practice structure.
To learn more about the advisors currently working at AJ Patti Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Manalapan, NJ
| 2
|
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