Trustee · Aljian Capital Management
James R. Aljian
CRD 1489018 · Named on Form ADV at one SEC-registered adviser
At a glance
Aljian Capital Management, an SEC-registered wealth manager based in Carson City, NV with $628 million in regulatory assets, lists James R. Aljian on its Form ADV as Trustee, a control person.
Firms and roles
- Aljian Capital ManagementTrusteeWealth manager · Carson City, NV · $628M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Denise L. AljianTrustee, Aljian Capital Management
- Jessica M. MarkarianChief Compliance Officer, Aljian Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.