Amin Khakiani

RIASEC Registered
Total AUM
$20.7M
Discretionary
$20.7M
100% of AUM
Avg account
$183K
Accounts
113
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
133940
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Amin Khakiani operates a small, equity-focused registered investment advisory practice that concentrates on portfolio management for individuals and small businesses. The firm’s mandate is predominantly discretionary management, with a clear tilt toward exchange-traded equities as the core building block of client portfolios. Investment activity centers on liquid, listed instruments while using third‑party alternative managers to provide diversification away from pure equity exposure. Fee billing is a mix of a percentage of assets under management and fixed fees, consistent with a boutique advisory model serving concentrated client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Amin Khakiani

    Registered RepresentativeCRD 4902257

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth