Sumit
Handa
Srs Capital Advisors, Inc
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About this Advisor
Sumit Handa is a financial advisor based in New York, New York, working with Srs Capital Advisors, Inc. Sumit has previously held positions at Arax Investment Partners, Srs Capital Advisors, Inc, Pennington Partners & Co., LLC, Bny Mellon, City Of Philadelphia Board Of Pensions, and Ashton Thomas Private Wealth, LLC. Sumit has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Sumit is part of Srs Capital Advisors, Inc, which operates out of New York, New York. The firm has 6 offices and 23 employees. The firm manages assets totaling $1.4 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, selection of other advisers, publication of newsletters, and other services. The fee structure at Srs Capital Advisors, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Srs Capital Advisors, Inc Brokerage Details
$1,438,586,845
23
3,686
$390,284
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Sumit Handa Work History
Srs Capital Advisors, Inc
Ashton Thomas Private Wealth, LLC
Arax Investment Partners
Pennington Partners & Co., LLC
Bny Mellon
City Of Philadelphia Board Of Pensions
Disclosures
Please visit the SEC profile of Sumit Handa 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 Srs Capital Advisors, Inc
Wayne, PA
Denver, CO
Avon, CO
Denver, CO
New York, NY
Denver, CO
Denver, CO
Denver, CO
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