RIA Intelligence

AKJ ASSET MANAGEMENT, LLC

CRD #104688 SEC #801-35998 PALO ALTO, CA 650-326-9090
SEC Registered
Total AUM
$194.2M
Discretionary
$184.9M
Employees
1
Clients
251
Accounts
445

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 25, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
BILODEAU, KENNETH, ROBERTIPARTNERD Control
RESNICK, PAUL, GERSONIPARTNER & CHIEF COMPLIANCE OFFICERD Control
RESNICK, PAUL, GERSONIPARTNER & CHIEF COMPLIANCE OFFICERD Control
RESNICK, PAUL, GERSONIPARTNER & CHIEF COMPLIANCE OFFICERD Control
RESNICK, PAUL, GERSONIPARTNER & CHIEF COMPLIANCE OFFICERD Control
RESNICK, PAUL, GERSONIPARTNER & CHIEF COMPLIANCE OFFICERD Control
RESNICK, PAUL, GERSONIPARTNER & CHIEF COMPLIANCE OFFICERD Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
BILODEAU, KENNETH, ROBERTIMANAGERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
RESNICK, PAUL, GERSONIMANAGER & CHIEF COMPLIANCE OFFICERC Control
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB
BAER, JAMES, WILLIAMIMEMBERB

Registrations

Federal

IA
Jan 25, 2012 REGISTERED

Notice Filings (13)

AZ CA CT FL IL MA MO NH NJ NY OH OR TX

Address

1180 HARKER AVENUE
PALO ALTO, CA 94301
United States
Phone: 650-326-9090