$47.9M Total AUM
$47.9M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-29-2000
- Office Locations
- 1
Office Locations
53 Hudson Avenue Suite 231 Nyack NY
About Sanskar Advisors, Inc.
Sanskar Advisors provides a 360° offering for families and multigenerational planning, combining financial planning, portfolio management, estate and retirement planning with tax preparation and business accounting. The firm builds portfolios with a strong ETF orientation and primarily custodians assets at Charles Schwab. Led by president/CCO Jay Taparia, it emphasizes personalized, long-term guidance.
Team overview
-- AVG AGE
$47.9M AVG AUM / ADVISOR
$537.8K AVG AUM / CLIENT
25.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
J
JAY TAPARIA
Chief Compliance Officer, Financial Advisor, President
- CRD
- #2999590
- 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 | $47,859,970 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,859,970 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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