Rahul
Sarin
Sp Asset Management LLC
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About this Advisor
Rahul Sarin is a financial advisor based in Cupertino, California, working with Sp Asset Management LLC. Rahul has previously held positions at Avendus Capital Inc, Avendus Wealth Management Private Limited, and Sp Asset Management LLC. Rahul has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, New York, and Texas. Currently, Rahul is part of Sp Asset Management LLC, which operates out of Cupertino, California. The firm has 3 employees and manages assets totaling $1.4 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Sp Asset Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sp Asset Management LLC Brokerage Details
$1,389,577,962
3
733
$1,895,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Rahul Sarin Work History
Sp Asset Management LLC
Avendus Capital Inc
Avendus Wealth Management Private Limited
Disclosures
Please visit the SEC profile of Rahul Sarin 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 Sp Asset Management LLC
Cupertino, CA
Cupertino, CA
Cupertino, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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