Kalantry Advisors LLC

Kalantry Advisors LLC (CRD# 310785) is a financial advisory firm headquartered in , . They manage $22,763,249 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $484,324
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NY

Financial Advisors at Kalantry Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dwarka P. Kalantry
CRD#: 1578232
Forest Hills, NY

Dwarka Kalantry (CRD# 1578232) is an Investment Advisor Representative working at Kalantry Advisors LLC in Forest Hills, NY and has over 35 years of experience in the finance industry. Dwarka Kalantry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Suneil Kalantry
CRD#: 7295176
Forest Hills, NY

Suneil Kalantry (CRD# 7295176) is an Investment Advisor Representative working at Kalantry Advisors LLC in Forest Hills, NY and has 1 year of experience in the finance industry.

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