AB
Ashish Bordia
VIHAR CAPITAL MANAGEMENT
Darien, CT
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CRD#: 6839601
AB
Professional summary
Ashish Bordia is a registered financial advisor currently at VIHAR CAPITAL MANAGEMENT located in Darien, Connecticut.
Ashish is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ashish 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ashish Bordia'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
January 25, 2024 - Present
VIHAR CAPITAL MANAGEMENT
RIA
CRD#: 329706
Darien, CT
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
Connecticut(1/25/2024)
IAR
Texas(12/2/2024)
Current Firm
VC
VIHAR CAPITAL MANAGEMENT
VIHAR CAPITAL MANAGEMENT | VIHAR CAPITAL MANAGEMENT, LLC
CRD#: 329706 / SEC#:
Connecticut
Registered Investment Advisory firm - (1/25/2024 Approved)Texas
Registered Investment Advisory firm - (11/18/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Darien, CT
Mailing Address
Phone number
(203) 252-8245
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 1,900,000 |
Red Flags
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