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Abhishek Kumar Agarwal

KITE LLC·FREMONT, California
Unclaimed Profile
37631 3RD ST, FREMONT, CA 94536CRD# 6450579Firm CRD# 173852
01

About

Abhishek Kumar Agarwal is a registered financial advisor based in FREMONT, California, affiliated with KITE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Financial Education
Client Types
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
KITE LLC
CROUDIFY
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KITE LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Educational seminars/workshops
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6450579
Firm CRD# 173852
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Abhishek Kumar Agarwal offer?
Abhishek Kumar Agarwal specializes in Investment Management, Retirement Planning, Financial Education. Contact their office in FREMONT, California for a consultation.
What are Abhishek Kumar Agarwal's credentials?
Abhishek Kumar Agarwal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abhishek Kumar Agarwal located?
Abhishek Kumar Agarwal is based in FREMONT, California, working with KITE LLC. Their office serves clients in the FREMONT metropolitan area and surrounding communities.
How does Abhishek Kumar Agarwal charge for services?
Abhishek Kumar Agarwal's firm is compensated through percentage of aum, fixed fees, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KITE LLC?
KITE LLC has approximately 1 employees. 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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