Kubhera Enterprises LLC

Kubhera Enterprises LLC (CRD# 151619) is a financial advisory firm headquartered in Princeton, NJ. They manage $239,000,000 in 822 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
742 Alexander Road, Suite 305, Princeton, NJ 08540
http://www.kubhera.com
By the Numbers
  • Total Assets Under Management
    239
    MILLION
  • Total Number of Accounts
    822
    ACCOUNTS
  • Average Account Value
    $290,754
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NJ, NY, PA, TX, VA

Financial Advisors at Kubhera Enterprises LLC
Showing 1 - 3 of 3 top financial advisors.
1
Venkat Krishnaswamy, financial advisor Princeton NJ
Venkat Krishnaswamy
CRD#: 5314851
742 Alexander Road, Suite 305, Princeton, NJ 08540

Venkat Krishnaswamy (CRD# 5314851) is an Investment Advisor Representative working at Kubhera Enterprises LLC in Princeton, NJ and has over 16 years of experience in the finance industry.

2
Ethan Schneid, financial advisor Princeton NJ
Ethan Schneid
CRD#: 4696246
742 Alexander Road, Suite 305, Princeton, NJ 08540

Ethan Schneid (CRD# 4696246) is an Investment Advisor Representative working at Kubhera Enterprises LLC in Princeton, NJ and has over 20 years of experience in the finance industry.

3
Roman Bulawski, financial advisor Princeton NJ
Roman M. Bulawski
CRD#: 4079995
742 Alexander Road, Suite 305, Princeton, NJ 08540

Roman Bulawski (CRD# 4079995) is an Investment Advisor Representative working at Kubhera Enterprises LLC in Princeton, NJ and has over 24 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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