Mehak
Thukral
Lionshead Wealth Management, LLC
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About this Advisor
Mehak Thukral is a financial advisor based in New York, New York, working with Lionshead Wealth Management, LLC. Mehak has previously held positions at Lionshead Wealth Management, LLC, Wilmington Capital Securities LLC, Direct Agents, Gullwing Motor Cars, Cohere Communications, Northwell Health, and as a student. Mehak has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Mehak is part of Lionshead Wealth Management, LLC, which operates out of New York, New York. The firm has 3 employees and manages assets totaling $139.7 million. The firm 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, pension consulting services, selection of other advisers, and other services. The fee structure at Lionshead Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Lionshead Wealth Management, LLC Brokerage Details
$139,670,186
3
340
$410,795
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Mehak Thukral Work History
Lionshead Wealth Management, LLC
Lionshead Wealth Management, LLC
Wilmington Capital Securities LLC
Direct Agents
Cohere Communications
Northwell Health
Gullwing Motor Cars
Student
Disclosures
Please visit the SEC profile of Mehak Thukral 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 Lionshead Wealth Management, LLC
New York, NY
New York, NY
New York, NY
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