Mehta Money, LLC

Mehta Money, LLC (CRD# 292885) is a financial advisory firm headquartered in , . They manage $524,483 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $24,975
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Mehta Money, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rakesh Mehta, financial advisor South Bend IN
Rakesh Mehta
CRD#: 2757921
South Bend, IN

Rakesh Mehta (CRD# 2757921) is an Investment Advisor Representative working at Mehta Money, LLC in South Bend, IN and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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