KANAKADHARA FINANCIAL ENTERPRISE

RIASEC Registered
Total AUM
$6.5M
Discretionary
$0
0% of AUM
Avg account
$3.2M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
CARNEGIE, Pennsylvania
CRD number
158491
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Pension & Profit Sharing Plans93.18%
  • Individuals6.82%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kanakadhara Financial Enterprise operates as a limited liability company, focusing on providing financial advisory services primarily to individuals, families, and institutional clients. The firm is classified as a capital allocator and engages in a variety of advisory activities, including portfolio management for both individuals and small businesses, as well as for larger institutions. Additionally, the firm offers pension consulting services and assists in the selection of other advisers. While the firm does not actively pursue ESG investments, it maintains a diverse client base and operates as an insurance broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 88%, Cash & Cash Equivalents 5%, US Government Bonds 3%, State & Local Bonds 2%88%
  • Non-Exchange Traded Equities88%
  • Cash & Cash Equivalents5%
  • US Government Bonds3%
  • State & Local Bonds2%

Contacts

1 of 1
  • KANAK IYER

    PresidentCRD 4797973

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CARNEGIE, PA

ALLEGHENY

Location

CARNEGIE, PA

Headquartered in CARNEGIE, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
323 Wmain St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth