Krishna Portfolio Management
RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$179K
Accounts
17
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334486
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals64.89%
- Charitable Organizations27.5%
- Corporations / Businesses7.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Krishna Portfolio Management is organized as a limited liability company that provides discretionary portfolio management to individuals, small businesses, and institutional clients. The firm charges fees as a percentage of assets under management and focuses on managing portfolios directly for private clients and for businesses or institutions. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not act as a pension consultant or related 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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Dhavalkumar Bhalodia
Managing MemberCRD 8024372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations