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Ranga Srinivasan

EVEREST MANAGEMENT CORP.·CUPERTINO, California
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10080 N. WOLFE ROAD, CUPERTINO, CA 95014CRD# 5273981Firm CRD# 142945
01

About

Ranga Srinivasan is a registered financial advisor based in CUPERTINO, California, affiliated with EVEREST MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EVEREST MANAGEMENT CORP.
EVEREST MANAGEMENT CORP.
AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EVEREST MANAGEMENT CORP. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5273981
Firm CRD# 142945
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ranga Srinivasan offer?
Ranga Srinivasan specializes in Financial Planning, Investment Management. Contact their office in CUPERTINO, California for a consultation.
What are Ranga Srinivasan's credentials?
Ranga Srinivasan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ranga Srinivasan located?
Ranga Srinivasan is based in CUPERTINO, California, working with EVEREST MANAGEMENT CORP.. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Ranga Srinivasan charge for services?
Ranga Srinivasan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVEREST MANAGEMENT CORP.?
EVEREST MANAGEMENT CORP. has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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