Manektala Investment Advisory Services Inc.
Firm details
- Headquarters
- ,
- CRD number
- 328562
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Manektala Investment Advisory Services Inc. is an independent, privately held registered investment advisor organized as a corporation and owned by an individual. The firm serves individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee schedule includes asset-based fees, hourly charges, and fixed fees. The adviser is state-registered in California and Virginia and operates as a small, boutique practice rather than a multi-state or institutional allocator.
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 Equities61%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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