AJP FINANCIAL SERVICES, LLC

AJP FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 290623). Regulatory assets under management: $25.9M.

Registration

• CRD: 290623
• Type: Registered investment adviser
• Phone: 302-654-3100
• Latest filing: 2026-03-25
• Regulatory AUM: $25.9M
• Discretionary AUM: $25.2M
• Non-discretionary AUM: $630K
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search