Decode Finance LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 331985
- Registered since
- August 8, 2024
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Decode Finance LLC is a limited liability company that provides portfolio management services primarily for individual and family clients. The firm operates under a fixed fee structure and focuses on managing investments for individuals and small businesses. While it does not actively engage in ESG investing, Decode Finance has a clear investment strategy that includes a variety of asset types, particularly equities.
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 Equities100%
Owners & executives
2 of 2
Rohit Gandhe
Co-Founder & CEOCRD 7952595
Anand Upadhye
Co-Founder and CIOCRD 6029571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 4153 Byron St
- Time zone
- PT (UTC-8)
- Office locations
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