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Venktesh Shukla

OPTIMAL ASSET MANAGEMENT, INC.·LOS ALTOS, California
Unclaimed Profile
4966 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 6378301Firm CRD# 165661
01

About

Venktesh Shukla is a registered financial advisor based in LOS ALTOS, California, affiliated with OPTIMAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
OPTIMAL ASSET MANAGEMENT, INC.
OPTIMAL ASSET MANAGEMENT, INC.
AUM
$981M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OPTIMAL ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6378301
Firm CRD# 165661
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Venktesh Shukla offer?
Venktesh Shukla specializes in Investment Management, Wealth Management. Contact their office in LOS ALTOS, California for a consultation.
What are Venktesh Shukla's credentials?
Venktesh Shukla is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Venktesh Shukla located?
Venktesh Shukla is based in LOS ALTOS, California, working with OPTIMAL ASSET MANAGEMENT, INC.. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Venktesh Shukla charge for services?
Venktesh Shukla's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMAL ASSET MANAGEMENT, INC.?
OPTIMAL ASSET MANAGEMENT, INC. has approximately 4 employees and manages $981M 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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