Shilpa Andalkar (CRD# 6241268) is an Investment Advisor Representative working at Ensemble Capital Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Shilpa Andalkar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ensemble Capital Management, LLC | San Francisco, CA | Jan 2019 - Current | 5 |
| Ensemble Capital Management, LLC | San Francisco, CA | Mar 2018 - Jan 2019 | < 1 |
| Brio Financial Group | San Francisco, CA | Oct 2017 - Feb 2018 | < 1 |
| Ameriprise Financial Services, Inc. | San Francisco, CA | May 2015 - Oct 2017 | 2 |
| Hip Investor Inc. | San Francisco, CA | Jan 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
| S63 | Uniform Securities State Law Examination | Aug 2015 |
- CA
-
Total Assets Under Management1,663MILLIONS
-
Total Number of Accounts741ACCOUNTS
-
Average Account Value$2,243,830
- A percentage of assets under your management
- 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
AZ, CA, FL, HI, LA, TX, WA
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