GADDAM, BHARATH

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN JOSE, California
CRD number
341521

Firm profile

FINTRX

Overview

Bharath Gaddam operates a sole-proprietorship advisory vehicle with a very limited public footprint. The adviser is classified as unclassified and is run by an individual principal. Reported regulatory flags indicate it is not a multi-state adviser, not an active ESG investor, not set up as a pension consultant, and is not identified as a capital allocator. There is no material public description of ongoing retail advisory business or expanded advisory services; the firm’s identifiable investment activity centers on a single private fund vehicle.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • BHARATH GADDAM

    CRD 8245336

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN JOSE, CA

SANTA CLARA

Location

SAN JOSE, CA

Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
650 Pamlar Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth