AM
Avinash Mirchandani
ALTERNITY INVESTMENT ADVISORS
Newport Beach, CA 92663
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CRD#: 6441914
AM
Professional summary
Avinash Mirchandani is a registered financial advisor currently at ALTERNITY INVESTMENT ADVISORS located in Newport Beach, California.
Avinash is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Avinash has worked at 1 firm .
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.
AVINASH MIRCHANDANI ALSO DOES TAX PREPARATION, BOOKKEEPING / ENROLLED AGENT
CRS (Client Relationship Summary) - RIA
Click below to view Avinash Mirchandani'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 2, 2015 - Present
ALTERNITY INVESTMENT ADVISORS
Office #1: 2901 W. Coast Highway Suite 200, Newport Beach, CA 92663RIA
CRD#: 159463
Newport Beach, CA
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
California(2/2/2015)
Exams
Current Firm
AI
ALTERNITY INVESTMENT ADVISORS
ALTERNITY INVESTMENT ADVISORS | ALTERNITY INVESTMENTS, LLC | ALTERNITY INVESTMENTS | ALTERNITY INVESTMENT ADVISORS, LLC
CRD#: 159463 / SEC#:
California
Registered Investment Advisory firm - (1/30/2012 Approved)Texas
Registered Investment Advisory firm - (8/10/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2901 W. Coast Highway Suite 200, Newport Beach, CA 92663
Mailing Address
Phone number
(657) 215-1713
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 8,852,204 |
Red Flags
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