Gupta Partnership

Gupta Partnership (CRD# 297012) is a financial advisory firm headquartered in , . They manage $12,519,767 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.gupta-partnership.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $544,338
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Gupta Partnership
Showing 1 - 2 of 2 top financial advisors.
1
Deepak Gupta, financial advisor Pleasanton CA
Deepak Gupta
CRD#: 6990915
Pleasanton, CA

Deepak Gupta (CRD# 6990915) is an Investment Advisor Representative working at Gupta Partnership in Pleasanton, CA and has over 6 years of experience in the finance industry.

2
Shaurya Gupta, financial advisor Pleasanton CA
Shaurya Gupta
CRD#: 6945795
Pleasanton, CA

Shaurya Gupta (CRD# 6945795) is an Investment Advisor Representative working at Gupta Partnership in Pleasanton, CA and has over 6 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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