Prasant K. Sahoo

MISSION PEAK INVESTORS

Fremont, CA

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CRD#: 6795542

Professional summary

Prasant Kumar Sahoo, who also goes by Prasanta Kumar Sahoo, is a registered financial advisor currently at MISSION PEAK INVESTORS, LLC located in Fremont, California.

Prasant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Prasant has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Prasanta Kumar Sahoo

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Prasant Kumar Sahoo'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®

None

Experience

Current

June 27, 2017 - Present

MISSION PEAK INVESTORS, LLC

RIA

CRD#: 288518

Fremont, 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
(6/27/2017)

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Exams

Current Firm

MISSION PEAK INVESTORS, LLC

CRD#: 288518 / SEC#:

California

Registered Investment Advisory firm - (6/27/2017 Approved)

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Contact information

Main Address

Fremont, CA

Mailing Address

Phone number

(510) 579-6830

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 36,499,382

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Prasant K. Sahoo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Prasant Kumar Sahoo's CRS (Customer Relationship Summary).

Certified licenses

Experience

MISSION PEAK INVESTORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

MISSION PEAK INVESTORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MISSION PEAK INVESTORS, LLC

TRUST BUT VERIFY

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