Unclaimed Profile

Sandeep Pandya

SP ASSET MANAGEMENT LLC·CUPERTINO, California

Clean recordSP ASSET MANAGEMENT LLC

20380 TOWN CENTER LANE, CUPERTINO, CA 95014CRD# 2578444Firm CRD# 323369

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sandeep Pandya · CUPERTINO, CA

Registration

CRD #2578444 · SP ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sandeep 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SP ASSET MANAGEMENT LLC

AUM

$1.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SP ASSET MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2578444

Firm CRD# 323369

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sandeep Pandya offer?

Sandeep Pandya specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in CUPERTINO, California for a consultation.

What are Sandeep Pandya's credentials?

Sandeep Pandya is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandeep Pandya located?

Sandeep 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 Sandeep Pandya charge for services?

Sandeep 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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