Rishi
Ghosh
Wheelhouse Advisory Group, LLC
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About this Advisor
Rishi Ghosh is a financial advisor working out of Saint Louis, Missouri, with a total of 2 years of relevant experience. Ghosh is an advisor for Wheelhouse Advisory Group, LLC. The advisor has gained experience at Duncan Financial Management, Inc and Wheelhouse Advisory Group, LLC. Ghosh holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Florida, Illinois, Missouri and Texas. Wheelhouse Advisory Group, LLC is an advisory company based out of Saint Louis, MO. The company has offices in two locations and a total of 11 advisors. It manages $121 million in assets across its 1,389 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,389 customer accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services the firm provides the client. Fee types billed by Wheelhouse Advisory Group, LLC likely include asset-based, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wheelhouse Advisory Group, LLC Brokerage Details
$120,484,082
11
1,389
$86,742
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Rishi Ghosh Work History
Rishi has been registered as a financial advisor for 2 years.*
Wheelhouse Advisory Group, LLC
Duncan Financial Management, 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 Rishi Ghosh 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 Wheelhouse Advisory Group, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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.
