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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2020
- Office Locations
- 3
Office Locations
About Happyrich Capital
Happyrich Capital is a Monroe Township, NJ registered investment adviser serving business owners, entrepreneurs, and retirees with holistic financial and wealth planning, including tax, estate, and insurance coordination. The firm emphasizes behavioral coaching to close the “behavior gap” and support long-term decision-making, implementing portfolios primarily with ETFs and mutual funds. Custodied at Charles Schwab and supported by Advyzon.
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Owner & Executives
Riddhi Jain
VICE PRESIDENT
- CRD
- #7510813
- Ownership
- Less than 5%
Anil Kothari
Associate Vice President, VICE PRESIDENT
- CRD
- #7510865
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,485,453 | -- |
| Non-Discretionary | $7,604,845 | -- |
| Total | $61,090,298 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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