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).
Total Assets Under Management9MILLION
Total Number of Accounts3ACCOUNTS
Average Account Value$3,033,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
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.