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- Custodian
- Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- North signal
- Established Date
- 10-06-2014
- Office Locations
- 1
Office Locations
About Pakha Investment Advisory
Pakha Investment Advisory is a Redlands, CA RIA providing financial planning, estate and retirement planning, and insurance guidance alongside discretionary portfolio management. The firm emphasizes active asset allocation and risk management, primarily implementing portfolios with ETFs. Client focus includes business owners, and it maintains a media presence via “The Money Page” radio show on AM590.
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Owner & Executives
PAGE MOJGAN KHALAJESTANI
Chief Compliance Officer, Investment Advisor, SENIOR INVESTMENT ADVISOR
- CRD
- #2410133
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,147,078,268 | 100.0% |
| Total | $4,147,078,268 | 100.0% |