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
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- 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
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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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
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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 | -- |
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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% |