Najarian Family Office, LLC

Overview

Najarian Family Office, LLC provides wealth management, financial planning, and consulting services. The firm says its advice is designed around clients’ interests and identifies itself as a State of Illinois registered investment adviser.¹

Leadership

- Todd Raarup, CEO and Co-Chief Investment Officer.² - Jeff Melgard, Co-Chief Investment Officer.² - Pearl Manieri, Principal and Chief Operating Officer, responsible for operations and trading.² - Alan Charach, Vice President of the New York branch, overseeing business development in the Northeast.² - Arielle Choyce, Relationship Manager, providing day-to-day client support and coordination.²

Services

The firm’s asset-management work includes portfolio allocation, diversification, inflation protection, active or passive investment decisions, and consideration of alternative assets.³

Its financial-planning process includes goal setting, discovery and analysis, personalized solutions, and continuous tracking.⁴

Najarian Family Office also offers a digital wealth-management platform that aggregates financial information and provides reporting through mobile, cloud, and web technologies.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Private and alternative investments

Client Focus

The firm says it serves high-net-worth individuals, families, and businesses seeking long-term wealth planning and growth.⁵

Approach

Najarian Family Office describes an investment approach built around prudent asset allocation, advanced diversification, life timing, and tax minimization.⁴

The firm reports that engagements typically begin with a comprehensive financial plan on a fee-based model before moving into asset management or other strategies.⁵

Regulatory Identification

The firm’s current Form ADV identifies Najarian Family Office, LLC under CRD number 282209.⁶

FAQs

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Sources

1. Najarian Family Office
2. Our Team
3. How We Help
4. Our Process
5. Why Choose Us
6. Form ADV, CRD 282209

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.