Shri Advisors

Shri Advisors (CRD# 168207) is a financial advisory firm headquartered in , . They manage $16,607,939 in 64 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $259,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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.

NJ, OR

Financial Advisors at Shri Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Sambasivan Amarnath
CRD#: 6245422
Dayton, NJ
90
Wealthminder
score

Sambasivan Amarnath (CRD# 6245422) is an Investment Advisor Representative working at Shri Advisors in Dayton, NJ and has over 3 years of experience in the finance industry.

2
Sharada Amarnath
CRD#: 6245472
Dayton, NJ
90
Wealthminder
score

Sharada Amarnath (CRD# 6245472) is an Investment Advisor Representative working at Shri Advisors in Dayton, NJ and has over 3 years of experience in the finance industry.

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