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Amish (nmn) Mehta

SQN INVESTORS LP·MENLO PARK, California
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1300 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 6334838Firm CRD# 171505
01

About

Amish (nmn) Mehta is a registered financial advisor based in MENLO PARK, California, affiliated with SQN INVESTORS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SQN INVESTORS LP
SQN INVESTORS LP
AUM
$279M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SQN INVESTORS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCED BASED PROFIT ALLOCATION
Regulatory
SEC/IARD CRD# 6334838
Firm CRD# 171505
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amish (nmn) Mehta offer?
Amish (nmn) Mehta specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Amish (nmn) Mehta's credentials?
Amish (nmn) Mehta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amish (nmn) Mehta located?
Amish (nmn) Mehta is based in MENLO PARK, California, working with SQN INVESTORS LP. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Amish (nmn) Mehta charge for services?
Amish (nmn) Mehta's firm is compensated through percentage of aum, other: performanced based profit allocation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SQN INVESTORS LP?
SQN INVESTORS LP is a registered investment adviser with the SEC, managing $279M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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