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Anjali Mecklai

1SHARPE CAPITAL LLC·PIEDMONT, California
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370 HIGHLAND AVE, PIEDMONT, CA 94611CRD# 5062419Firm CRD# 285866
01

About

Anjali Mecklai is a registered financial advisor based in PIEDMONT, California, affiliated with 1SHARPE CAPITAL LLC. 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
1SHARPE CAPITAL LLC
1SHARPE CAPITAL LLC
AUM
$2.3B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at 1SHARPE CAPITAL LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5062419
Firm CRD# 285866
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anjali Mecklai offer?
Anjali Mecklai specializes in Retirement Planning. Contact their office in PIEDMONT, California for a consultation.
What are Anjali Mecklai's credentials?
Anjali Mecklai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anjali Mecklai located?
Anjali Mecklai is based in PIEDMONT, California, working with 1SHARPE CAPITAL LLC. Their office serves clients in the PIEDMONT metropolitan area and surrounding communities.
How does Anjali Mecklai charge for services?
Anjali Mecklai'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 1SHARPE CAPITAL LLC?
1SHARPE CAPITAL LLC has approximately 23 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PIEDMONT
Rob Allan Bloemker — 1SHARPE CAPITAL LLCGregor Watson — 1SHARPE CAPITAL LLC
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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