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Aronson Johnson Ortiz (Philadelphia)


Aronson Johnson Ortiz is a large advisory firm based in Philadelphia. It manages $19.8 billion of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Missouri, New York, and 4 other states.

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Aronson Johnson Ortiz provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aronson Johnson Ortiz: assets under management

The assets under management (AUM) of Aronson Johnson Ortiz is $19.8 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $19.8 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.94 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aronson Johnson Ortiz for their services and products based on a percentage of assets under management and performance-based 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Theodore Rosen Aronson Member 1 Dec 2002 50% - 75% 814306

Based in Philadelphia

The principal office where Aronson Johnson Ortiz performs its advisory services is located at 230 South Broad Street, Philadelphia, PA 19102 4121, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 215.546.7500 or by fax 215.546.7506. The normal business hours are 7am to 7pm on Monday - Friday. You can find more information about the New York firm at www.ajopartners.com.


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