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AJAY AGRAWAL

AGRAWAL, AJAY

CRD 334610

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46540 FREMONT BLVD, STE 516-B, FREMONT, CA, 94538, United States

Phone

310-923-2529

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$737K

Discretionary AUM

$737K

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

All web addresses on file

Official SEC filing: View on IAPD