Puneet Sahi, financial advisor Tustin CA

Puneet Sahi

CRD Number: 2943456
Current Firm: Coordinate Wealth

Puneet Sahi (CRD# 2943456) is an Investment Advisor Representative working at Coordinate Wealth in Tustin, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Iron Horse Capital, Inc. Irvine, CA Jun 2022 - Current 1
Iron Horse Capital, Inc. Irvine, CA May 2019 - Current 4
Spm Investment Management Dba Coordinate Wealth Tustin, CA Feb 2019 - Current 5
Palo Capital, Inc. Newport Beach, CA Dec 2017 - Jun 2019 1
Suntrust Bank Costa Mesa, CA Jul 2015 - Dec 2017 2
Genspring Family Offices Costa Mesa, CA Jul 2015 - Dec 2017 2
Hutchinson Capital Management Larkspur, CA Jan 2013 - Jun 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
Contact Info for Puneet S. Sahi
Phone Number: 714-731-7677
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $390,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

CA

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