Avaari Financial

Avaari Financial (CRD# 153855) is a financial advisory firm headquartered in , . They manage $27,372,000 in 163 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://onceusave.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $167,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Avaari Financial
Showing 1 - 1 of 1 top financial advisors.
1
Jitesh Shah, financial advisor Fremont CA
Jitesh A. Shah
CRD#: 5789808
Fremont, CA

Jitesh Shah (CRD# 5789808) is an Investment Advisor Representative working at Avaari Financial in Fremont, CA and has over 13 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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