Ashish GuptaCRD Number: 4461858
Current Firm: Vollero Beach Capital Partners LLC
Ashish Gupta (CRD# 4461858) is an Investment Advisor Representative working at Vollero Beach Capital Partners LLC in Dallas, TX and has over 15 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Vollero Beach Capital Partners||New York, NY||Mar 2009 - Current||7|
|Unemployed||New York, NY||Nov 2008 - Mar 2009||< 1|
|Quadrum Capital||New York, NY||Jan 2008 - Nov 2008||< 1|
|Unemployed||Houston, TX||Nov 2007 - Jan 2008||< 1|
|Eden Capital Management||Houston, TX||Jan 2006 - Nov 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2001|
Total Assets Under Management863MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$143,880,447
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.