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Building 2AHARA ADVISORS

Map pinJERSEY CITY, NJ
Phone412-908-0844
NotebookSEC #801-131074
Total AUM
$185.4M
Employees
3
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 MONTGOMERY ST
STE 263
JERSEY CITY
NJ 07302
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
412-908-0844

ReceiptFinancials

Total AUM
$185.4M
Accounts
132
Discretionary
$182.7M
Accounts
126
Non-Discretionary
$2.6M
Accounts
6

ContactClients

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HNW Individual Clients
55
AUM
$185.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
HOLISTIC FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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