Ambastha Financial LLC

Ambastha Financial LLC (CRD# 300294) is a financial advisory firm headquartered in , . They manage $4,702,191 in 13 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.ambasthafinancial.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $361,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Ambastha Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kuldip Ambastha, financial advisor Mountain View CA
Kuldip K. Ambastha
CRD#: 4681593
Mountain View, CA

Kuldip Ambastha (CRD# 4681593) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 5 years of experience in the finance industry.

2
Anil Ambastha, financial advisor Mountain View CA
Anil K. Ambastha
CRD#: 7070005
Mountain View, CA

Anil Ambastha (CRD# 7070005) is an Investment Advisor Representative working at Ambastha Financial LLC in Mountain View, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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