M
$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
18 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-05-2008
- Office Locations
- 1
Office Locations
-- Reston VA
About Mehta Services Company
Mehta Services Company is a Reston-based RIA. The firm has been operating for 18 years. Managing $14.6M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
55 AVG AGE
$14.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KETAN JASHWANT MEHTA
Advisor, President
- CRD
- #4375458
- 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 | $14,619,918 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,619,918 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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