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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-26-2021
- Office Locations
- 3
Office Locations
About Ahara Advisors
Ahara Advisors is a modern wealth management firm delivering a reimagined, family-office style experience for families. They provide objective investment advice alongside tax and estate planning and philanthropic strategy, building tailored portfolios and evaluating public and private opportunities; the team co-invests alongside clients and emphasizes risk management and after-tax outcomes. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Aseem Garg
Chief Investment Officer, FOUNDER, Investment Advisor
- CRD
- #7333129
- Ownership
- 75% or more
Kamel Tarazi
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Aseem Garg
Chief Investment Officer, FOUNDER, Investment Advisor
- CRD
- #7333129
Jay M Patel
Vice President
- CRD
- #6092717
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,723,700 | $1,450,188 |
| Non-Discretionary | $2,633,224 | $438,871 |
| Total | $185,356,924 | $1,404,219 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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