Unclaimed Profile

Venktesh Shukla

OPTIMAL ASSET MANAGEMENT, INC.·LOS ALTOS, California

Clean recordOPTIMAL ASSET MANAGEMENT, INC.

4966 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 6378301Firm CRD# 165661

Profile Verification

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

Identity

Venktesh Shukla · LOS ALTOS, CA

Registration

CRD #6378301 · OPTIMAL ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

OPTIMAL ASSET MANAGEMENT, INC.

AUM

$981M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPTIMAL ASSET MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6378301

Firm CRD# 165661

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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