A
$737.5K Total AUM
$737.5K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2025
- Office Locations
- 1
Office Locations
46540 Fremont Blvd STE 516-B Fremont CA
About Ajay Agrawal
Ajay Agrawal is a Fremont-based RIA. The firm has been operating for 1 years. Managing $737.5K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$737.5K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
AJAY AGRAWAL
Chief Compliance Officer, WEALTH MANAGER
- CRD
- #3110140
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $737,480 | -- |
| Non-Discretionary | $0 | -- |
| Total | $737,480 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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