ADI Mahajan Cpa Pc

Overview

ADI Mahajan Cpa Pc is organized as an individual-owned accounting firm that also provides investment advisory services. Its advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars or workshops. The firm bills clients through a mix of percentage-of-AUM, hourly, subscription, and fixed-fee arrangements. It is not identified as an ESG-focused investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives