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Saleem S. Khatri

INSTAVEST ADVISER, INC.·SAN JOSE, California
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4423 FORTAN COURT., SAN JOSE, CA 95134CRD# 3251679Firm CRD# 175057
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About

Saleem S. Khatri is a registered financial advisor based in SAN JOSE, 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
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# 3251679
Firm CRD# 175057
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Saleem S. Khatri offer?
Saleem S. Khatri specializes in Investment Management. Contact their office in SAN JOSE, California for a consultation.
What are Saleem S. Khatri's credentials?
Saleem S. Khatri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Saleem S. Khatri located?
Saleem S. Khatri is based in SAN JOSE, California, working with INSTAVEST ADVISER, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Saleem S. Khatri charge for services?
Saleem S. Khatri'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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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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