Ambastha Financial LLC

Overview

Ambastha Financial LLC is a small, owner-operated limited liability company providing portfolio management and client education to individual and family clients. The firm runs a predominantly equity-oriented advisory model, managing client assets on a discretionary basis and supplementing that work with educational seminars and workshops. Fee arrangements include a percentage of AUM plus the option of hourly and fixed fees, reflecting a flexible pricing approach appropriate for a boutique RIA serving a handful of higher-net-worth clients. The firm does not position itself as an active ESG investor and operates from a single office, serving a concentrated client base rather than a multi-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices