Pratibha Yadav (CRD# 7715359) is an Investment Advisor Representative working at Aspiriant, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Aspiriant, LLC | San Francisco, CA | Jan 2023 - Current | 1 |
Aspiriant, LLC | San Francisco, CA | Mar 2022 - Dec 2022 | < 1 |
Aspiriant, LLC | San Francisco, CA | Feb 2020 - Feb 2022 | 2 |
Homemaker | San Francisco, CA | Jan 2020 - Feb 2020 | < 1 |
University Of San Francisco | San Francisco, CA | Aug 2018 - Dec 2019 | 1 |
Clsa Ltd | Mumbai, | Jul 2017 - Jul 2018 | 1 |
Entended Travel | Mumbai, | Apr 2017 - Jun 2017 | < 1 |
London School Of Economics | London, | Oct 2014 - Mar 2017 | 2 |
Royal Holloway, University Of London | Egham, | Dec 2013 - Sep 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
-
Total Assets Under Management14,831MILLIONS
-
Total Number of Accounts11,103ACCOUNTS
-
Average Account Value$1,335,805
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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