S
$108.2M Total AUM
$93.6M Disc. AUM
-- 3Y CAGR
2 Employees
174 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-12-2013
- Office Locations
- 1
Office Locations
-- Dayton NJ
About Shri Advisors
Shri Advisors is a Dayton-based RIA. The firm has been operating for 12 years. Managing $108.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$54.1M AVG AUM / ADVISOR
$622.0K AVG AUM / CLIENT
12.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
S
SAMBASIVAN AMARNATH
Chief Investment Officer, President
- CRD
- #6245422
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SHARADA AMARNATH
Financial Advisor
- CRD
- #6245472
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,561,195 | -- |
| Non-Discretionary | $14,672,926 | -- |
| Total | $108,234,121 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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