Gadiraju, Raju
RIASEC Registered
Total AUM
$16.2M
Discretionary
$0
0% of AUM
Avg account
$437K
Accounts
37
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 131086
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.16%
- Corporations / Businesses9.66%
- Individuals9.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gadiraju, Raju is a sole proprietorship run by Raju Gadiraju that provides portfolio management primarily for individuals, small businesses and select institutional clients. The adviser charges a percentage-of-AUM fee and operates as an unclassified, single-owner advisory business. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator.
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 Equities97%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Contacts
1 of 1Raju Gadiraju
Owner, Investment AdvisorCRD 2039052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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