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).
Total Assets Under Management18MILLION
Total Number of Accounts44ACCOUNTS
Average Account Value$397,727
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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.