Parthiv Sangani, financial advisor Los Altos CA

Parthiv Sangani

CRD Number: 1746322
Current Firm: Beacon Park Capital, LLC

Parthiv Sangani (CRD# 1746322) is an Investment Advisor Representative working at Beacon Park Capital, LLC in Los Altos, CA and has 1 year of experience in the finance industry.

Similar Advisors
Joseph Abad, financial advisor Los Altos CA
Joseph P. Abad
CRD# 4412305
Wells Fargo Clearing Services, LLC
Similar Advisors
Fred Abajelo, financial advisor Los Altos CA
Fred D. Abajelo
CRD# 1351279
Lpl Financial LLC
Similar Advisors
Richard Abarca, financial advisor Los Altos CA
Richard Abarca
CRD# 6828753
Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Godaddy Sunnyvale, CA May 2013 - Nov 2019 6
Intuit Mountainview, CA Aug 2007 - Apr 2013 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2019
Contact Info for Parthiv R. Sangani
Phone Number: 650-405-7045
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $640,178
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.