Ashish
Shah
F/M Investments LLC
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About this Advisor
Ashish Shah is a financial advisor operating in Washington, District Of Columbia with 3 years of relevant experience. Shah is currently employed by F/M Investments LLC. Over the course of their career, Shah has held roles at First Western Capital Management, F/M Investments, F/M Acceleration and Oakhurst Capital Management. Shah maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California. F/M Investments LLC is a financial advisory business based out of Washington, DC. The company has offices in four locations and a total of 18 people on staff. It controls $2 billion in assets under management between its 1,287 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,287 customer accounts, 67% are held by high-net-worth clients who have greater than $1 million in investable assets. The company offers a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules largely are based on the financial services offered. However, fee types billed by F/M Investments LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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F/M Investments LLC Brokerage Details
$1,865,627,695
18
1,287
$1,449,594
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
Ashish Shah Work History
Ashish has been registered as a financial advisor for 3 years.*
F/M Investments
F/M Acceleration
Oakhurst Capital Management
First Western Capital Management
*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 Ashish Shah 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 F/M Investments LLC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Norwood, MA
Newburyport, MA
Roseville, CA
Washington, DC
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