Advaya Investment Management

Advaya Investment Management (CRD# 154746) is a financial advisory firm headquartered in , . They manage $8,656,058 in 41 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $211,123
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Advaya Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Amil A. Bera
CRD#: 5001220
Brooklyn, NY
93
Wealthminder
score

Amil Bera (CRD# 5001220) is an Investment Advisor Representative working at Advaya Investment Management in Brooklyn, NY and has over 6 years of experience in the finance industry.

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