A
CRD: 133940
Amin Khakiani
Torrance, CA
3103700495
$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-11-2005
- Office Locations
- 1
Office Locations
-- Torrance CA
About Amin Khakiani
Amin Khakiani is a Torrance-based RIA. The firm has been operating for 21 years. Managing $20.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$20.7M AVG AUM / ADVISOR
$279.8K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Upgrade to reveal position-level detail across pioneer radial.
Unlock to compare peer behavior around summit legacy.
Upgrade to reveal position-level detail across meridian bridge.
Request access to benchmark trends tied to vector harbor.
See the complete signal summary connected to frontier frontier.
Premium access reveals conviction themes in meridian harbor quantum.
Premium access reveals conviction themes in glacier element.
Request access to benchmark trends tied to zenith.
Asset Classes
Summit optima Fusion Capital delta Radial
Client Personas
Vital
Investment Themes
Fusion peak
Investment Vehicles
Vector
Services
Foundation
Owner & Executives
A
AMIN SHABANALI KHAKIANI
Owner
- CRD
- #4902257
- Ownership
- 75% or more
(706) 448-1050
quantum.north@oakcapital.com
in linkedin.com/in/focus-element
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,704,914 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,704,914 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $20,704,914
Equity - Exchange:
53.2% Cash:
46.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,417,195,044 | 53.2% |
| Cash | $3,006,103,911 | 46.8% |
| Total | $6,423,298,955 | 100.0% |