Unclaimed Profile

Gannesh Bharadhwaj

OPTIMAL ASSET MANAGEMENT, INC.·SAN JOSE, California

Clean recordOPTIMAL ASSET MANAGEMENT, INC.

97 E. ST. JAMES STREET, SAN JOSE, CA 95112CRD# 6817268Firm CRD# 165661

Profile Verification

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

Identity

Gannesh Bharadhwaj · SAN JOSE, CA

Registration

CRD #6817268 · OPTIMAL ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Gannesh Bharadhwaj is a registered financial advisor based in SAN JOSE, California, affiliated with OPTIMAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

OPTIMAL ASSET MANAGEMENT, INC.

AUM

$981M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OPTIMAL ASSET MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6817268

Firm CRD# 165661

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gannesh Bharadhwaj offer?

Gannesh Bharadhwaj specializes in Investment Management, Wealth Management. Contact their office in SAN JOSE, California for a consultation.

What are Gannesh Bharadhwaj's credentials?

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

Where is Gannesh Bharadhwaj located?

Gannesh Bharadhwaj is based in SAN JOSE, California, working with OPTIMAL ASSET MANAGEMENT, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Gannesh Bharadhwaj charge for services?

Gannesh Bharadhwaj's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMAL ASSET MANAGEMENT, INC.?

OPTIMAL ASSET MANAGEMENT, INC. has approximately 4 employees and manages $981M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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