Krishna Portfolio Management
RIAState Registered
Total AUM
$5.9M
Discretionary
$5.9M
100% of AUM
Avg account
$150K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334486
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.17%
- Charitable Organizations14.8%
- Individuals9.81%
- Corporations / Businesses6.22%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Krishna Portfolio Management is an independent, Florida-registered LLC that provides fee-based portfolio management for both individuals and institutional clients. The firm bills clients as a percentage of assets under management and focuses its advisory work on discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Krishna Portfolio Management does not identify as an ESG-focused manager and is not organized as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Casull Financial Advisory, LLC
RIASouth Jordan, UT
AUM $5.9MTEAM 1REPS 1
En+ Wealth
RIAAUM $5.9MTEAM 1REPS 1
Jones Financial Consulting, LLC
RIAAUM $5.9MTEAM 1REPS 1
Whitley Financial, LLC
RIAAUM $5.9MTEAM 1REPS 1
Blue Sky Wealth Partners, LLC
RIAAUM $5.9MTEAM 1REPS 1
Laughna Financial Planning LLC
RIAAUM $5.9MREPS 1