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INVEST WITH A GOAL
ADI MAHAJAN CPA PC
CRD 334894
800 PARK OFFICES DR STE 3318, RESEARCH TRIANGLE PARK, NC, 27709, United States
Phone
252-352-5161
Fax
252-352-5171
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Other (specify)
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
All web addresses on file
Official SEC filing: View on IAPD