Manektala Investment Advisory Services Inc.

RIAState Registered
Total AUM
$5.5M
Discretionary
$5.5M
100% of AUM
Avg account
$617K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328562
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Manektala Investment Advisory Services Inc. is an independent, privately held registered investment advisor organized as a corporation and owned by an individual. The firm serves individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee schedule includes asset-based fees, hourly charges, and fixed fees. The adviser is state-registered in California and Virginia and operates as a small, boutique practice rather than a multi-state or institutional allocator.

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: Exchange Traded Equities 61%, Public Funds/Mutual Funds 36%, Cash & Cash Equivalents 3%61%
  • Exchange Traded Equities61%
  • Public Funds/Mutual Funds36%
  • Cash & Cash Equivalents3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth