Raman
Bhalla
Avestar Capital, LLC
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About this Advisor
Raman Bhalla is a financial advisor based in New York, New York, working with Avestar Capital, LLC. Raman has previously held positions at Thinknum Alternative Data, Fir Tree Partners, Avestar Capital, Unemployed (Travel/Break Before New Opportunities), Carson Group, and Retro Risk & Finance Consulting. Raman is registered to provide services in New York. Currently, Raman is part of Avestar Capital, LLC, which operates out of New York, New York. The firm has 1 office and 12 employees. The firm manages assets totaling $1.1 billion and 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 pooled investment vehicles, and selection of other advisers. The fee structure at Avestar Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avestar Capital, LLC Brokerage Details
$1,142,871,399
12
182
$6,279,513
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Raman Bhalla Work History
Avestar Capital
Carson Group
Retro Risk & Finance Consulting
Thinknum Alternative Data
Unemployed (Travel/Break Before New Opportunities)
Fir Tree Partners
Disclosures
Please visit the SEC profile of Raman Bhalla 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 Avestar Capital, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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