Ajit Ajmani
Advisor at PAR5 Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ajit Ajmani is a financial advisor at PAR5 Advisors LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Aegis Capital Corp. and Alliance Global Partners. Ajmani is also associated with AJMONSTER LLC, a holding entity related to his business interests. PAR5 Advisors provides investment advisory and portfolio management services to individuals, high-net-worth clients, and certain corporations. The firm offers tailored strategies using fundamental and technical analysis, managing accounts on both discretionary and non-discretionary bases.
Fee options
$0 - $250,000: 2.50% $250,001 - $1,000,000: 2.25% $1,000,001+: 2.00%
Account minimum: $100,000
Location
600 Brickell Avenue, Suite 2520
Miami, FL 33131
Most active in
Ajit A has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Par5 Advisors, LLC
2023 - Present (3 years)
Par5 Capital & CO LLC
2023 - Present (3 years)
A.G.P. / Alliance Global Partners
2021 - 2023 (2 years)
A.G.P. / Alliance Global Partners
2020 - 2021 (1 year)
Aegis Capital Corp.
2010 - 2020 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael L
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Lawrence W
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Leon S
Series 65
Surfside, FL
Thames Asset Management, Inc
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
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