Tendai
Charasika
Saling Wealth Advisors
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About this Advisor
Tendai Charasika is a financial advisor operating out of Louisville, Kentucky who has 3 years of relevant experience. Charasika is an employee of Saling Wealth Advisors. Throughout their career, they have worked at Greater Louisville Inc, Saling Wealth Advisors and Superfanu, Inc. Charasika maintains a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Kentucky. Saling Wealth Advisors is a registered investment business based in Louisville, KY. It controls $363 million in assets among its 763 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 763 client accounts, 41% are associated with high-net-worth clients who have greater than $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and publication of newsletters. A financial advisor's fee schedules largely depend on the services provided. Fee types billed by Saling Wealth Advisors most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saling Wealth Advisors Brokerage Details
$362,719,809
11
763
$475,386
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Tendai Charasika Work History
Tendai has been registered as a financial advisor for 3 years.*
Saling Wealth Advisors
Saling Wealth Advisors
Superfanu, Inc
Greater Louisville Inc
*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 Tendai Charasika 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 Saling Wealth Advisors
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
Louisville, KY
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