PS
Pratik J. Shah
AMIJAG INVESTMENT ADVISORS LLC
SUGAR LAND, TX 77478
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CRD#: 6101168
PS
Professional summary
Pratik Jagat Shah is a registered financial advisor currently at AMIJAG INVESTMENT ADVISORS LLC located in Sugar Land, Texas.
Pratik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Pratik has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AMIJAG INC
BUSINESS RESEARCH ANALYST
AMIJAG USA INC
DIRECTOR
CRS (Client Relationship Summary) - RIA
Click below to view Pratik Jagat Shah's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 4, 2015 - Present
AMIJAG INVESTMENT ADVISORS LLC
Office #1: 830 Julie Rivers Dr Ste 203, Sugar Land, TX 77478RIA
CRD#: 172872
SUGAR LAND, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/4/2015)
Current Firm
AI
AMIJAG INVESTMENT ADVISORS LLC
AMIJAG INC | AMIJAG USA INC | AMIJAG INVESTMENT MANAGERS LLC | AMIJAG INVESTMENT ADVISORS LLC
CRD#: 172872 / SEC#:
Texas
Registered Investment Advisory firm - (2/4/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
830 Julie Rivers Dr Ste 203, Sugar Land, TX 77478
Mailing Address
Phone number
(713) 478-0474
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 546,657 |
Red Flags
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