AdvisorOS Directory
Claim Profile
FU

Farida A Udaipurwala

SAVITR CAPITAL LLC·SAN FRANCISCO, California
Unclaimed Profile
ONE MARKET PLAZA, STEUART TOWER, SAN FRANCISCO, CA 94105CRD# 4185229Firm CRD# 154510
01

About

Farida A Udaipurwala is a registered financial advisor based in SAN FRANCISCO, California, affiliated with SAVITR CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SAVITR CAPITAL LLC
SAVITR CAPITAL LLC
AUM
$165M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SAVITR CAPITAL LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4185229
Firm CRD# 154510
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Farida A Udaipurwala offer?
Farida A Udaipurwala specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Farida A Udaipurwala's credentials?
Farida A Udaipurwala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Farida A Udaipurwala located?
Farida A Udaipurwala is based in SAN FRANCISCO, California, working with SAVITR CAPITAL LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Farida A Udaipurwala charge for services?
Farida A Udaipurwala'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 SAVITR CAPITAL LLC?
SAVITR CAPITAL LLC has approximately 9 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SAVITR CAPITAL LLC

Andrew Reuben Midler
SAN FRANCISCO, CA
Carole Emily Siegel
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Peter Miles Westley
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
William A Newsom
FORWARD MANAGEMENT, LLC·SAN FRANCISCO, CA
Andrew John Pellegrino
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile