Prakash Investment Advisors LLC

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Assets, Funds, Holdings

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Prakash Investment Advisors LLC
CRD #163994
SEC #801-129979
CIK #
AUM $120.8 MM (2024-03-25)
Employees 1 (100% Investors, 0% Brokers)
Phone978-273-9747
Address2 Yardley Road
Andover, MA 01810
Source [IAPD] [LinkedIn]
Total AUM ($MM)
13010478522602009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 34 8.4
(b) Individuals (high net worth individuals) 64 100.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 6 11.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 326 120.8
By Discretionary
Discretionary 267 113.4
Non-Discretionary 59 7.4
Total 326 120.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 120.8
Total 326 120.8
Comparable Firms State AUM ($BB)
Greensview Wealth Management LLC
TN 0.1
Redemption Capital Partners LLC
TX 0.1
LMPG Wealth Advisors LLC
FL 0.1
The RENN Wealth Management Group Inc
GA 0.1
Alterity Financial Group LLC
ME 0.1
AIM Advisors LLC
NC 0.1
Municipal Asset Management Inc
NY 0.1
Mayfield Advisors Inc
CA 0.1
Feltl Advisors LLC
MN 0.1
Nollenberger McCullough Investment Advisors LLC
CA 0.1
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