Croudify

Croudify (CRD# 173852) is a financial advisory firm headquartered in Fremont, CA. They manage $9,000 in 5 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $1,800
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
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.

CA, CO, CT, DE, FL, IL, MA, NJ, NY, PA, TX, WA

Financial Advisors at Croudify
Showing 1 - 1 of 1 top financial advisors.
1
Abhishek K. Agarwal
CRD#: 6450579
37631 3rd St, Fremont, CA 94536
88
Wealthminder
score

Abhishek Agarwal (CRD# 6450579) is an Investment Advisor Representative working at Croudify in Fremont, CA and has 1 year of experience in the finance industry.

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