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Amit Sharadchandra Khandwala

WRIGHT PRIVATE ASSET MANAGEMENT LLC·SHELTON, Connecticut
Clean recordWRIGHT PRIVATE ASSET MANAGEMENT LLC
2 CORPORATE DRIVE, SHELTON, CT 06484CRD# 2794288Firm CRD# 139570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amit Sharadchandra Khandwala · SHELTON, CT
Registration
CRD #2794288 · WRIGHT PRIVATE ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amit Sharadchandra Khandwala is a registered financial advisor based in SHELTON, Connecticut, affiliated with WRIGHT PRIVATE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WRIGHT PRIVATE ASSET MANAGEMENT LLC
WRIGHT PRIVATE ASSET MANAGEMENT LLC
AUM
$61M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at WRIGHT PRIVATE ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2794288
Firm CRD# 139570
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amit Sharadchandra Khandwala offer?
Amit Sharadchandra Khandwala specializes in Investment Management, Wealth Management. Contact their office in SHELTON, Connecticut for a consultation.
What are Amit Sharadchandra Khandwala's credentials?
Amit Sharadchandra Khandwala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amit Sharadchandra Khandwala located?
Amit Sharadchandra Khandwala is based in SHELTON, Connecticut, working with WRIGHT PRIVATE ASSET MANAGEMENT LLC. Their office serves clients in the SHELTON metropolitan area and surrounding communities.
How does Amit Sharadchandra Khandwala charge for services?
Amit Sharadchandra Khandwala'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 WRIGHT PRIVATE ASSET MANAGEMENT LLC?
WRIGHT PRIVATE ASSET MANAGEMENT LLC has approximately 18 employees and manages $61M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WRIGHT PRIVATE ASSET MANAGEMENT LLC

Mello Anthony Ewoud Van Daalen
SHELTON, CT
Michael J Fleming
SHELTON, CT
Peter Morse Donovan
GREENWICH, CT

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