Asha
Joshi

Payden & Rygel

CRD#1538415
Investment Advisor
in Los Angeles, CA

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About this Advisor

Asha Joshi is a financial advisor who works out of Los Angeles, California who has 26 years of industry experience. Joshi is an advisor for Payden & Rygel. Over the course of their career, they have held roles at Payden & Rygel and Payden & Rygel Distributors. Joshi has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Payden & Rygel is a business that has its headquarters in Los Angeles, CA. The firm has a total of 183 advisors. It has $127 billion in total assets across its 888 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 102 charities and foundations. Of its 888 accounts, 17% belong to high-net-worth investors who have at least $1 million in investable assets. Payden & Rygel provides a diverse set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial management typically vary depending on the financial services provided. Fee types charged by Payden & Rygel most likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

26 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

333 S. Grand Avenue 32Nd Floor
Los Angeles, CA 90071

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Payden & Rygel Brokerage Details

Total Assets Under Management

$126,894,613,939

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

183

CA Average: 43
Total Number of Accounts

888

CA Average: 3,727
Average Account Size

$142,899,340

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Asha Joshi Work History

Asha has been registered as a financial advisor for 26 years.*

1994 - Present (30 years)

Payden & Rygel

1994 - Present (30 years)

Payden & Rygel Distributors

*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 Asha Joshi 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 Payden & Rygel

Stephanie Walker
Los Angeles, CA
Matthew Riopelle
Los Angeles, CA
Luis Sy
Los Angeles, CA
Andrew Hawes
Boston, MA
Nicolas Manley
Los Angeles, CA
Kyle Signor
Boston, MA
Liling Deng
Los Angeles, CA
Brett Wakasa
Los Angeles, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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