Bodhi Tree Asset Management, LLC

Bodhi Tree Asset Management, LLC (CRD# 293826) is a financial advisory firm headquartered in Weston, FL. They manage $9,100,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $3,033,333
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

FL

Financial Advisors at Bodhi Tree Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shalin Madan
CRD#: 3140728
2700 Glades Circle, Suite 120, Weston, FL 33327

Shalin Madan (CRD# 3140728) is an Investment Advisor Representative working at Bodhi Tree Asset Management, LLC in Weston, FL and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.