Mehta Services Company

Mehta Services Company (CRD# 144140) is a financial advisory firm headquartered in , . They manage $8,766,254 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $674,327
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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.

VA

Financial Advisors at Mehta Services Company
Showing 1 - 1 of 1 top financial advisors.
1
Ketan Mehta, financial advisor Reston VA
Ketan J. Mehta
CRD#: 4375458
Reston, VA

Ketan Mehta (CRD# 4375458) is an Investment Advisor Representative working at Mehta Services Company in Reston, VA and has over 22 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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