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Akj Asset Management, LLC (Palo Alto)


Akj Asset Management, LLC is a large advisory firm based in Palo Alto. It manages $194.24 million of regulatory assets for 445 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Akj Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Akj Asset Management: assets under management

The assets under management (AUM) of Akj Asset Management, LLC is $194.24 million. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $184.86 million in discretionary accounts and $9.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $442.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $347.15 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Akj Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Akj Asset Management, LLC performs its advisory services is located at 1180 Harker Avenue, Palo Alto, CA 94301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-326-9090 or by fax 650-326-1560. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at www.akjasset.com.


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