Surya Capital, LLC

Surya Capital, LLC (CRD# 161105) is a financial advisory firm headquartered in Tustin, CA. They manage $17,500,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $397,727
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Surya Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patel H. Mahesh
CRD#: 6247700
2472 Chambers Road, Suite 230, Tustin, CA 92780
87
Wealthminder
score

Patel Mahesh (CRD# 6247700) is an Investment Advisor Representative working at Surya Capital, LLC in Tustin, CA and has 1 year of experience in the finance industry.

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