Meera Advisory, LLC

Meera Advisory, LLC (CRD# 323191) is a financial advisory firm headquartered in , . They manage $3,675,315 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/company/meera_advisory
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $306,276
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Meera Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raj Atisivan, financial advisor San Jose CA
Raj Atisivan
CRD#: 7627841
San Jose, CA

Raj Atisivan (CRD# 7627841) is an Investment Advisor Representative working at Meera Advisory, LLC in San Jose, CA and has 1 year 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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