Ashish Shah (CRD# 3102697) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 4 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Evoke Advisors | Los Angeles, CA | Apr 2023 - Current | 1 |
F/m Investments | Washington, DC | Dec 2020 - Apr 2023 | 2 |
F/m Acceleration | Washington, DC | Dec 2020 - Apr 2023 | 2 |
Oakhurst Capital Management | Los Angeles, CA | Dec 2020 - Apr 2023 | 2 |
First Western Capital Management | Los Angeles, CA | Aug 2008 - Dec 2020 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- CA
- CO
- FL
- NV
- NJ
- NY
- OH
- TX
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Total Assets Under Management13,363MILLIONS
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Total Number of Accounts9,915ACCOUNTS
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Average Account Value$1,347,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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