AdvisorOS Directory
Claim Profile
VK

Vishal Arunkumar Karir

FUSION FINANCIAL ADVISORS LLC·SAN RAMON, California
Unclaimed Profile
2010 CROW CANYON PLACE, SAN RAMON, CA 94583CRD# 4298658Firm CRD# 294415
01

About

Vishal Arunkumar Karir is a registered financial advisor based in SAN RAMON, California, affiliated with FUSION FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FUSION FINANCIAL ADVISORS LLC
FUSION.FINANCIAL
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FUSION FINANCIAL ADVISORS LLC →
Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 4298658
Firm CRD# 294415
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAMON?

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

Browse SAN RAMON 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 Vishal Arunkumar Karir offer?
Vishal Arunkumar Karir specializes in Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Vishal Arunkumar Karir's credentials?
Vishal Arunkumar Karir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vishal Arunkumar Karir located?
Vishal Arunkumar Karir is based in SAN RAMON, California, working with FUSION FINANCIAL ADVISORS LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Vishal Arunkumar Karir charge for services?
Vishal Arunkumar Karir's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FUSION FINANCIAL ADVISORS LLC?
FUSION FINANCIAL ADVISORS LLC has approximately 4 employees. 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 in SAN RAMON
Franklin C. Newsom — PRESIDIUM PARTNERS, LLCSusan Jean Peakall — NORTH POINT ADVISORSDennis Lin Chen — GPS CAPITAL MANAGEMENT, LLCBlake William Daniels — PROSPERITY WEALTH MANAGEMENT, INC.John D Nguyen — JDN CAPITAL MANAGEMENT, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile