$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2011
- Office Locations
- 1
Office Locations
-- Austin TX
About Ujjval Investments, LLC
Ujjval Investments, LLC is a boutique Austin, TX registered investment adviser serving retail investors with portfolio construction and retirement planning, including insurance and use of mutual funds and index/ETF strategies. The firm emphasizes investing in high-quality businesses and publishes key client materials (advisory agreement and code of ethics) alongside Texas state registration documentation.
Team overview
-- AVG AGE
$9.4M AVG AUM / ADVISOR
$671.4K AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
U
UJJVAL DAVE
Manager, PORTFOLIO MANAGER
- CRD
- #5877528
- 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 | $9,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,400,000 | -- |
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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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