Croudify (CRD# 173852) is a financial advisory firm headquartered in , . They manage $293,000 in 27 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$10,852
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
CA, CO, CT, DE, FL, IL, MA, NJ, NY, PA, TX, WA
Abhishek Agarwal (CRD# 6450579) is an Investment Advisor Representative working at Croudify in Fremont, CA and has over 3 years of experience in the finance industry.