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- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Pathway
- Established Date
- 07-22-2011
- Office Locations
- 1
Office Locations
About Kanakadhara Financial Enterprise
Kanakadhara Financial Enterprise is a Pittsburgh-area independent practice led by Kanak Iyer, PhD, providing personal and business financial advice across retirement planning, college planning, estate planning, charitable giving, and insurance/life insurance. The firm builds portfolios using asset-allocation and mutual-fund based approaches and custodies with Fidelity/NFS. Founder brings an NIH/Johns Hopkins research background and sustainability/community focus.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
KANAK SUBRAMANIAM IYER
Chief Executive Officer, President
- CRD
- #4797973
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,465,655 | -- |
| Total | $6,465,655 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,465,655
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,115,272,672 | 28.8% |
| Cash | $658,320,675 | 17.0% |
| U.S. Government/Agency | $1,134,635,045 | 29.3% |
| Municipal Bonds | $964,246,165 | 24.9% |
| Total | $3,872,474,557 | 100.0% |