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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-30-2017
- Office Locations
- 1
Office Locations
About Subnani Investment Research, LLC
Subnani Investment Research, LLC is a Texas-based RIA led by founder/CIO Sanju Subnani, providing portfolio management for individuals and businesses plus debt-payoff strategies. The firm takes a contrarian, research-driven approach, publishing work on shareholder ownership, economic policy, and “Savvy” behavioral analysis of fear/greed cycles and market bubbles dating back to 1636. Custody includes Charles Schwab; Subnani is also quoted publicly as a financial planning and investing expert (JustAnswer/Best Life, MSN).
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Owner & Executives
SANJEEV KUMAR SUBNANI
Chief Compliance Officer, Chief Investment Officer, Founder
- CRD
- #6470047
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,434,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,434,200 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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