Ujjval Investments, LLC
RIAState Registered
Total AUM
$9.4M
Discretionary
$9.4M
100% of AUM
Avg account
$671K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 156162
- Website
- www.ujjval.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI80.3%
- Individuals19.7%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ujjval Investments, LLC is a limited liability company that focuses on portfolio management for individual clients and small businesses. The firm primarily serves a clientele of individuals and families, employing a fee structure that includes a percentage of assets under management and performance-based fees. Ujjval Investments does not engage in ESG investing and is not classified as a multi-state adviser. The firm is not a capital allocator and does not have affiliations with other advisory firms.
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 Equities93%
- Cash & Cash Equivalents7%
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
Maney Wealth
RIASan Francisco, CA
AUM $9.4MTEAM 1REPS 1
JW Golden Gate Investment, LLC
RIAAUM $9.4MTEAM 1REPS 1
Kelly & Associates, LLC
RIAAUM $9.4MTEAM 1REPS 2
Index Portfolio Tools Advisors
RIAAUM $9.4MTEAM 1REPS 1
Real Life Planning
RIAAUM $9.4MTEAM 1REPS 1
49th Parallel Wealth Management
RIAScottsdale, AZ
AUM $9.4MTEAM 2REPS 2