Kingfisher Investors LLC

Kingfisher Investors LLC (CRD# 114374) is a financial advisory firm headquartered in Westport, CT. They manage $7,767,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,109,571
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
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.

CT

Financial Advisors at Kingfisher Investors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sunil R. Mahtani
CRD#: 5064383
256 Post Road East, Suite 207, Westport, CT 06880
90
Wealthminder
score

Sunil Mahtani (CRD# 5064383) is an Investment Advisor Representative working at Kingfisher Investors LLC in Westport, CT and has over 4 years of experience in the finance industry.

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