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⚲
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| Prakash Investment Advisors LLC
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| |
|---|---|
| CRD # | 163994 |
| SEC # | 801-129979 |
| CIK # | |
| AUM | $120.8 MM (2024-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 978-273-9747 |
| Address | 2 Yardley Road Andover, MA 01810 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 8.4 |
| (b) Individuals (high net worth individuals) | 64 | 100.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 11.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 326 | 120.8 |
| By Discretionary | ||
| Discretionary | 267 | 113.4 |
| Non-Discretionary | 59 | 7.4 |
| Total | 326 | 120.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 120.8 | |
| Total | 326 | 120.8 |
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|---|---|---|
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Greensview Wealth Management LLC
✚
|
TN | 0.1 |
|
Redemption Capital Partners LLC
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TX | 0.1 |
|
LMPG Wealth Advisors LLC
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FL | 0.1 |
|
The RENN Wealth Management Group Inc
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GA | 0.1 |
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Alterity Financial Group LLC
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ME | 0.1 |
|
AIM Advisors LLC
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NC | 0.1 |
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Municipal Asset Management Inc
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NY | 0.1 |
|
Mayfield Advisors Inc
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CA | 0.1 |
|
Feltl Advisors LLC
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MN | 0.1 |
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Nollenberger McCullough Investment Advisors LLC
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CA | 0.1 |