GADIRAJU, RAJU

RIASEC Registered
Total AUM
$16.2M
Discretionary
$0
0% of AUM
Avg account
$437K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
131086
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI81.16%
  • Corporations / Businesses9.66%
  • Individuals9.18%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Gadiraju, Raju is a sole-proprietor advisory practice run by Raju Gadiraju that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and serves a mix of individual, family and institutional clients, but operates as a small, single-advisor shop rather than a multi-state or multi-advisor enterprise. Advisory activity is conducted on a non-discretionary basis, meaning clients retain trade approval and direction over account activity. Investment posture is heavily equity‑oriented. Exchange‑traded equities are the dominant holding type, with the manager showing a strong preference for liquid, exchange‑listed instruments. The firm does not identify as an active ESG investor. Corporate debt appears as an additional investment sleeve alongside public equities, indicating some use of fixed income for yield or credit exposure, but alternatives and third‑party external alternative managers are not notable in filings.

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 97%, Cash & Cash Equivalents 2%, Public Funds/Mutual Funds 1%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents2%
  • Public Funds/Mutual Funds1%

Contacts

1 of 1
  • RAJU GADIRAJU

    Owner, Investment AdvisorCRD 2039052

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