Unclaimed Profile

Rajiv Batra

ARC ADVISORY LLC·SAN FRANCISCO, California

Clean recordARC ADVISORY LLC

2261 MARKET STREET, SAN FRANCISCO, CA 94114CRD# 7890960Firm CRD# 330258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rajiv Batra · SAN FRANCISCO, CA

Registration

CRD #7890960 · ARC ADVISORY LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rajiv Batra is a registered financial advisor based in SAN FRANCISCO, California, affiliated with ARC ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ARC ADVISORY LLC

AUM

$108M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ARC ADVISORY LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7890960

Firm CRD# 330258

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rajiv Batra offer?

Rajiv Batra specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Rajiv Batra's credentials?

Rajiv Batra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rajiv Batra located?

Rajiv Batra is based in SAN FRANCISCO, California, working with ARC ADVISORY LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Rajiv Batra charge for services?

Rajiv Batra's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARC ADVISORY LLC?

ARC ADVISORY LLC has approximately 40 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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