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Building 2PRAKASH INVESTMENT ADVISORS LLC

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Phone(978) 273-9747
NotebookSEC #801-129979
Total AUM
$161.5M
Employees
1
Clients
86

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:30AM TO 5:00PM
Monday - Friday
Phone
(978) 273-9747

ReceiptFinancials

Total AUM
$161.5M
Accounts
284
Discretionary
$161.5M
Accounts
284
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$4.5M
HNW Individual Clients
61
AUM
$147.7M
Charitable Organization Clients
1
AUM
$335.3K
Corporation or Business Clients
5
AUM
$9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Cause of Denial/SuspensionSRO Rule Violation
State Registrations
CALAMANHNVTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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