Amin Khakiani
Firm details
- Headquarters
- ,
- CRD number
- 133940
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Amin Khakiani operates a small, equity-focused registered investment advisory practice that concentrates on portfolio management for individuals and small businesses. The firm’s mandate is predominantly discretionary management, with a clear tilt toward exchange-traded equities as the core building block of client portfolios. Investment activity centers on liquid, listed instruments while using third‑party alternative managers to provide diversification away from pure equity exposure. Fee billing is a mix of a percentage of assets under management and fixed fees, consistent with a boutique advisory model serving concentrated client relationships.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Amin Khakiani
Registered RepresentativeCRD 4902257
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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