Amirthraj Ramakrishnan, financial advisor Austin TX

Amirthraj Ramakrishnan

CRD Number: 7118607
Current Firm: Valuetree Financial LLC

Amirthraj Ramakrishnan (CRD# 7118607) is an Investment Advisor Representative working at Valuetree Financial LLC in Austin, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valuetree Financial LLC Austin, TX Apr 2019 - Current 3
Dell Round Rock, TX Jun 2012 - Sep 2019 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Amirthraj Ramakrishnan
Phone Number: 5124234567
Registered State(s):
  • TX
Current Firm Details
Valuetree Financial LLC
Firm's CRD Number: 304226
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $99,634
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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