Ashish ShahCRD Number: 3102697
Current Firm: F/m Investments LLC
Ashish Shah (CRD# 3102697) is an Investment Advisor Representative working at F/m Investments LLC in Washington, DC and has 1 year of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|F/m Investments||Washington, DC||Dec 2020 - Current||1|
|F/m Acceleration||Washington, DC||Dec 2020 - Current||1|
|Oakhurst Capital Management||Los Angeles, CA||Dec 2020 - Current||1|
|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|
Total Assets Under Management1,466MILLIONS
Total Number of Accounts921ACCOUNTS
Average Account Value$1,592,024
- A percentage of assets under your management
- 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
CA, CO, CT, DC, FL, HI, KS, MA, MI, NC, NE, NH, NJ, NV, NY, OH, PA, SD, TX
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