AKRISH FINANCIAL ADVISORY

Overview

Akrish Financial Advisory is organized as a sole proprietorship that provides fee-based financial planning rather than acting as a traditional discretionary asset manager. The firm’s advisory activity is focused on financial planning services and it charges clients on an hourly or fixed-fee basis. It does not identify as an active ESG investor, does not serve as a pension consultant, and is not structured as a multi-state or related adviser. Investment activity centers on using third-party vehicles for core allocations and select alternative exposure. The firm does not position itself as a capital allocator running proprietary funds; instead it appears to advise clients on allocations implemented through external managers and pooled vehicles, with a noted emphasis on mutual funds for broad market exposure and real estate strategies for alternative diversification.

Assets & Accounts

Investments & Alternatives

Location & Offices