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PAKHA INVESTMENT ADVISORY
CRD 173205
1255 W. COLTON AVE., REDLANDS, CA, 92374, United States
Phone
818-561-9174
Fax
818-514-9902
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$12.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $1.5M |
| High net worth individuals | 3 | $5.5M |
| Pension/profit sharing plans | 2 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD