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Zain Iqbal Allarakhia

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zain Iqbal Allarakhia · MOUNTAIN VIEW, CA
Registration
CRD #5667343 · INSTAVEST ADVISER, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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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
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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