Shri Advisors

Shri Advisors (CRD# 168207) is a financial advisory firm headquartered in , . They manage $59,494,432 in 153 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.shriadvisors.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $388,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, OR, TX

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

Sambasivan Amarnath (CRD# 6245422) is an Investment Advisor Representative working at Shri Advisors in Dayton, NJ and has over 11 years of experience in the finance industry.

2
Sharada Amarnath, financial advisor Dayton NJ
Sharada Amarnath
CRD#: 6245472
Dayton, NJ

Sharada Amarnath (CRD# 6245472) is an Investment Advisor Representative working at Shri Advisors in Dayton, NJ and has over 11 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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