Mehta Services Company
Firm details
- Headquarters
- ,
- CRD number
- 144140
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mehta Services Company operates as an independent Registered Investment Advisor (RIA) and is structured as a sole proprietorship. The firm focuses on providing financial planning services and portfolio management specifically for individuals and small businesses. With a client base primarily consisting of individuals and families, Mehta Services Company employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not engage in capital allocation and is not involved in ESG investing.
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
- Other90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Ketan Mehta
Financial AdvisorCRD 4375458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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