Ajeya
Kukreja

Audent Global Asset Management, LLC

CRD#7059760
Investment Advisor
in West Hollywood, CA

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About this Advisor

Ajeya Kukreja is a financial advisor working in West Hollywood, California with a total of 2 years of industry experience. Kukreja works at Audent Global Asset Management, LLC. Over the course of their career, they have held roles at Guardian Life Insurance Company, Park Avenue Securities, Capstone Partners Financial And Insurance Services, Foresters Financial Services, Harvey & Company, Express, California State University Fullerton, South High School, Guardian Life Insurance and Audent Global Asset Management, LLC. Kukreja maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Audent Global Asset Management, LLC is an advisory business that has its headquarters in West Hollywood, CA. It handles $538 million in assets among its 399 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Audent Global Asset Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which services the firm provides the client. Fee types charged by Audent Global Asset Management, LLC may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

9200 W Sunset Blvd Suite 817
West Hollywood, CA 90069

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Audent Global Asset Management, LLC Brokerage Details

Total Assets Under Management

$537,951,216

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

399

CA Average: 3,727
Average Account Size

$1,348,249

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Ajeya Kukreja Work History

Ajeya has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Audent Global Asset Management, LLC

2020 - 2020 (< 1 year)

Park Avenue Securities

2020 - 2021 (1 year)

Guardian Life Insurance

2020 - 2021 (1 year)

Park Avenue Securities

2019 - 2020 (1 year)

Guardian Life Insurance Company

2019 - 2019 (< 1 year)

Capstone Partners Financial And Insurance Services

2019 - 2019 (< 1 year)

Foresters Financial Services

2018 - 2019 (1 year)

Harvey & Company

2017 - 2018 (1 year)

Express

2015 - 2019 (4 years)

California State University Fullerton

2011 - 2015 (4 years)

South High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ajeya Kukreja to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Audent Global Asset Management, LLC

Andrew Boyle
West Hollywood, CA
Ajeya Kukreja
West Hollywood, CA
Paul Feinstein
West Hollywood, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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