Manorama
Pai
Financial Advocates Investment Management
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About this Advisor
Manorama Pai is a financial advisor based in Irvine, California, working with Financial Advocates Investment Management. Manorama has previously held positions at Financial Advocates Investment Management and Fountain Strategies, LLC. Manorama has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Manorama is part of Financial Advocates Investment Management, which operates out of Irvine, California. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,854,677,483
99
19,268
$200,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Manorama Pai Work History
Financial Advocates Investment Management
Fountain Strategies, LLC
Fountain Strategies, LLC
Disclosures
Please visit the SEC profile of Manorama Pai to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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