$48.2M Total AUM
$48.2M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-30-2010
- Office Locations
- 1
Office Locations
-- Fremont CA
About Avaari Financial
Avaari Financial is a Fremont-based RIA. The firm has been operating for 15 years. Managing $48.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$48.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
J
JITESH ASHOKKUMAR SHAH
Managing Director, Owner
- CRD
- #5789808
- 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 | $48,211,789 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,211,789 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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