Robert Gujral Cpa

Overview

Robert Gujral Cpa operates as a sole proprietorship focused on serving individual and family clients. The firm combines accounting services with discretionary portfolio management for individuals and small businesses. Ownership is individual (Robert Gujral), and the advisory practice charges fees as a percentage of assets under management. The adviser is not positioned as a multi-state or institutional allocator, does not identify as an active ESG investor, and is not described as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives