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Zain Iqbal Allarakhia

INSTAVEST ADVISER, INC.·MOUNTAIN VIEW, California
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257 CASTRO ST. SUITE 219, MOUNTAIN VIEW, CA 94041CRD# 5667343Firm CRD# 175057
01

About

Zain Iqbal Allarakhia is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with INSTAVEST ADVISER, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
INSTAVEST ADVISER, INC.
INSTAVEST ADVISER, INC.
AUM
$2M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at INSTAVEST ADVISER, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5667343
Firm CRD# 175057
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zain Iqbal Allarakhia offer?
Zain Iqbal Allarakhia specializes in Investment Management. Contact their office in MOUNTAIN VIEW, California for a consultation.
What are Zain Iqbal Allarakhia's credentials?
Zain Iqbal Allarakhia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zain Iqbal Allarakhia located?
Zain Iqbal Allarakhia is based in MOUNTAIN VIEW, California, working with INSTAVEST ADVISER, INC.. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.
How does Zain Iqbal Allarakhia charge for services?
Zain Iqbal Allarakhia's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSTAVEST ADVISER, INC.?
INSTAVEST ADVISER, INC. has approximately 1 employees and manages $2M 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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