Kingfisher Investors LLC

Kingfisher Investors LLC (CRD# 114374) is a financial advisory firm headquartered in Westport, CT. They manage $20,228,803 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
256 Post Road East, Suite 207, Westport, CT 06880
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $3,371,467
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 pooled investment vehicles (other than investment companies)
  • 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.

CT

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

Sunil Mahtani (CRD# 5064383) is an Investment Advisor Representative working at Kingfisher Investors LLC in Westport, CT and has over 11 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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