Robert Gujral Cpa
RIAState Registered
Total AUM
$36.8M
Discretionary
$36.8M
100% of AUM
Avg account
$332K
Accounts
111
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 138738
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.85%
- HNWI31.15%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Robert Gujral Cpa operates as a sole proprietorship focused on serving individual and family clients. The firm combines accounting services with discretionary portfolio management for individuals and small businesses. Ownership is individual (Robert Gujral), and the advisory practice charges fees as a percentage of assets under management. The adviser is not positioned as a multi-state or institutional allocator, does not identify as an active ESG investor, and is not described as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities85%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents5%
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
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