Sanskar Global Wealth Advisors, LLC

Sanskar Global Wealth Advisors, LLC (CRD# 113727) is a financial advisory firm headquartered in New York, NY. They manage $21,600,000 in 340 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
C/o The Center For Social Innovation, 601 W. 26th Street, Suite 325, New York, NY 10001
http://www.sanskar.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $63,529
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, NY

Financial Advisors at Sanskar Global Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jay Taparia, financial advisor Burr Ridge IL
Jay Taparia
CRD#: 2999590
Burr Ridge, IL
96
Wealthminder
score

Jay Taparia (CRD# 2999590) is an Investment Advisor Representative working at Sanskar Global Wealth Advisors, LLC in Burr Ridge, IL and has over 19 years of experience in the finance industry.

2
Marie Klanang, financial advisor Burr Ridge IL
Marie I. Klanang
CRD#: 4034544
6870 Fieldstone Drive, Burr Ridge, IL 60527
93
Wealthminder
score

Marie Klanang (CRD# 4034544) is an Investment Advisor Representative working at Sanskar Global Wealth Advisors, LLC in Burr Ridge, IL and has over 16 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals