Joshi Capital Management, LLC

Joshi Capital Management, LLC (CRD# 305116) is a financial advisory firm headquartered in , . They manage $8,400,000 in 144 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.joshicm.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $58,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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, GA, TX

Financial Advisors at Joshi Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kishore Joshi, financial advisor Cumming GA
Kishore S. Joshi
CRD#: 7157545
Cumming, GA

Kishore Joshi (CRD# 7157545) is an Investment Advisor Representative working at Joshi Capital Management, LLC in Cumming, GA and has over 4 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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