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
Ambastha Financial LLC
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts13ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, TX
Financial Advisors at Ambastha Financial LLC
1
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 (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.
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