AKJ ASSET MANAGEMENT, LLC
AKJ ASSET MANAGEMENT, LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 104688). Regulatory assets under management: $194.2M.
Registration
- CRD: 104688
- SEC file number: 801-35998
- Type: Registered investment adviser
- Location: 1180 HARKER AVENUE, PALO ALTO, CA, 94301
- Phone: 650-326-9090
- Latest filing: 2012-12-14
- Regulatory AUM: $194.2M
- Discretionary AUM: $184.9M
- Non-discretionary AUM: $9.4M
- Clients: 3
- Accounts: 445
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| BILODEAU KENNETH ROBERT | MANAGER; PARTNER | — |
| RESNICK PAUL GERSON | MANAGER & CHIEF COMPLIANCE OFFICER; PARTNER & CHIEF COMPLIANCE OFFICER | — |
| BAER JAMES WILLIAM | MEMBER | — |
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