AKJ Asset Management

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Firms
A K J Asset Management
Sponsors
Address:
1180 Harker Ave, Palo Alto, CA 94301, USA

Corporate Phone
650-326-9090
Website
http://www.akjasset.com/
AKJ Asset Management

Founded in 1989 by Paul Resnick and Ken Bilodeau, AKJ Asset Management is an investment counseling firm that provides personalized portfolio management for individuals, retirement plans, non-profit organizations and endowments.

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    Practices Area

    • Annuities
    • Asia Pacific
    • Asset Management: Institutional
    • Asset Management: Retail
    • Europe
    • Global
    • Intermediary
  • We strive to provide impartial information and advice that promotes our clients’ financial security, the well-being of their loved ones, the satisfaction of their legal obligations, and the achievement of their philanthropic goals.

    Asset Allocation and Investment Management:

  • This firm offers a wide range of services to individual and business clients. Because this firm is relatively small, clients benefit by getting personalized, quality service that is beyond comparison.

    Services:

    • Accounting Services
    • Audit Services
    • Financial Statements
    • Tax Services
    • Estate & Trust Tax Preparation
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Products of AKJ Asset Management: