Mehta Money, LLC
Mehta Money, LLC (CRD# 292885) is a financial advisory firm headquartered in , . They manage $524,483 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mehta Money, LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$24,975
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Mehta Money, LLC
1
Rakesh Mehta (CRD# 2757921) is an Investment Advisor Representative working at Mehta Money, LLC in South Bend, IN and has over 27 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.