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Kanakadhara Financial Enterprise

Kanakadhara Financial Enterprise. CRD 158491

Kanakadhara Financial Enterprise logo

CRD: 158491

Kanakadhara Financial Enterprise

Carnegie, PA, 15106
4129531141
$6.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท US Bank
Clients
Retail and Institutional
Platforms
Pathway
Established Date
07-22-2011
Office Locations
1

Office Locations

323 W.main ST Carnegie PA

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

-- AVG AGE
$6.5M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Prime Quantum Eagle delta

Custodian

Unison value

Investment Themes

Vital eagle

Investment Vehicles

Unison momentum

Services

Frontier Catalyst Ridge harbor Alpha insight Ridge Value horizon Timber

Technology

Element

Owner & Executives

KANAK SUBRAMANIAM IYER

KANAK SUBRAMANIAM IYER

Chief Executive Officer, President

CRD
#4797973
Ownership
75% or more
(469) 333-2907
vector.alpha@capitalcapital.com
in linkedin.com/in/fusion-bridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$6.5M Total SMA
Equity - OTC:
28.8%
Cash:
17.0%
U.S. Government/Agency:
29.3%
Municipal Bonds:
24.9%
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%

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