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Parul Pandya

SP ASSET MANAGEMENT LLC·CUPERTINO, California
Unclaimed Profile
20380 TOWN CENTER LANE, CUPERTINO, CA 95014CRD# 7893917Firm CRD# 323369
01

About

Parul Pandya is a registered financial advisor based in CUPERTINO, California, affiliated with SP ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SP ASSET MANAGEMENT LLC
SP ASSET MANAGEMENT LLC
AUM
$1.4B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SP ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7893917
Firm CRD# 323369
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Parul Pandya offer?
Parul Pandya specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in CUPERTINO, California for a consultation.
What are Parul Pandya's credentials?
Parul Pandya is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Parul Pandya located?
Parul Pandya is based in CUPERTINO, California, working with SP ASSET MANAGEMENT LLC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Parul Pandya charge for services?
Parul Pandya's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SP ASSET MANAGEMENT LLC?
SP ASSET MANAGEMENT LLC has approximately 3 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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