Asset Allocation and Research

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

185 Hudson St, Jersey City, New Jersey, ...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2

About Asset Allocation and Research

Asset Allocation & Research specializes in AI and technology investment strategies, offering the AI & Technology 40 Fund and diversified model portfolios. They provide institutional investment research aimed at helping clients make informed investment decisions. Their services are tailored for investors looking to leverage advancements in artificial intelligence and technology. The company focuses on delivering innovative investment solutions to meet the needs of their clients.Explore more
Asset Allocation and Research's Social MediaPopular SearchesAsset Allocation and Research LLCAsset Allocation & Research LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Asset Allocation and Rese...

<$5M
11-50
Private
-
-
N/A
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Asset Allocation and Research is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Asset Allocation and Research is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Asset Allocation and Research.

Asset Allocation and Research Tech Stack

A closer look at the technologies used by Asset Allocation and Research

Top Finance Companies

Frequently Asked Questions Regarding Asset Allocation and Research

What is Asset Allocation and Research's official website?
Asset Allocation and Research's official website is www.assetallocationresearch.com
What is Asset Allocation and Research's Revenue?
Asset Allocation and Research's revenue is <$5 Million
What is Asset Allocation and Research's SIC code?
Asset Allocation and Research's SIC: 62,628
What is Asset Allocation and Research's NAICS code?
Asset Allocation and Research's NAICS: 52,523
How many employees does Asset Allocation and Research have?
Asset Allocation and Research has 11-50 employees
What industry does Asset Allocation and Research belong to?
Asset Allocation and Research is in the industry of: Finance, Securities Trading
What is Asset Allocation and Research competition?
Asset Allocation and Research top competitors include: Journey Capital Advisers, Catalyst Financial Partners, Wainwright Investment Counsel, Evanson Asset Management
What technology does Asset Allocation and Research use?
Some of the popular technologies that Asset Allocation and Research uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Heart Internet
What does Asset Allocation and Research do?

Asset Allocation & Research specializes in AI and technology investment strategies, offering the AI & Technology 40 Fund and diversified model portfolios. They provide institutional investment research aimed at helping clients make informed investment decisions. Their services are tailored for investors looking to leverage advancements in artificia... l intelligence and technology. The company focuses on delivering innovative investment solutions to meet the needs of their clients.Read More

What are Asset Allocation and Research social media links?
Asset Allocation and Research Linkedin page
Is Asset Allocation and Research a public company?
Asset Allocation and Research is private company therefore does not currently have an official ticker symbol
See more information about Asset Allocation and Research

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