Surya Capital, LLC

Surya Capital, LLC (CRD# 161105) is a financial advisory firm headquartered in Tustin, CA. They manage $11,000,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,000,000
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 - 2 of 2 top financial advisors.
1
Milind Pasari
CRD#: 6034352
2472 Chambers Road, Suite 230, Tustin, CA 92780
96
Wealthminder
score

Milind Pasari (CRD# 6034352) is an Investment Advisor Representative working at Surya Capital, LLC in Tustin, CA and has over 6 years of experience in the finance industry. Milind Pasari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
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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