INRI

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
MOUNTAIN VIEW, California
CRD number
333007
Registered since
December 11, 2024
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Inri is a corporation that operates as a registered investment adviser, having received its SEC registration in 2024. The firm focuses on serving individual and family clients, providing advisory services primarily through the selection of other advisers. As a capital allocator, Inri engages in investment activities that include a range of asset classes, although it does not actively pursue ESG investments. The firm is classified as unclassified, indicating a flexible approach to its investment strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Hemant Gangolia

    Chief Executive Officer & Chief Compliance OfficerCRD 7979903

Contacts

1 of 1
  • Nishad Shah

    Co-OwnerCRD 7980135

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MOUNTAIN VIEW, CA

SANTA CLARA

Location

MOUNTAIN VIEW, CA

Headquartered in MOUNTAIN VIEW, 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
855 Maude Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth