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Kishore D Rao

SUSTAINABLE GROWTH ADVISERS, LP·STAMFORD, Connecticut
Clean recordSUSTAINABLE GROWTH ADVISERS, LP
301 TRESSER BOULEVARD, STAMFORD, CT 06901CRD# 2986784Firm CRD# 127447

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kishore D Rao · STAMFORD, CT
Registration
CRD #2986784 · SUSTAINABLE GROWTH ADVISERS, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kishore D Rao is a registered financial advisor based in STAMFORD, Connecticut, affiliated with SUSTAINABLE GROWTH ADVISERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SUSTAINABLE GROWTH ADVISERS, LP
SUSTAINABLE GROWTH ADVISERS, LP
AUM
$23.9B
Regulatory assets under management
Employees
33
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2986784
Firm CRD# 127447
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kishore D Rao offer?
Kishore D Rao specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in STAMFORD, Connecticut for a consultation.
What are Kishore D Rao's credentials?
Kishore D Rao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kishore D Rao located?
Kishore D Rao is based in STAMFORD, Connecticut, working with SUSTAINABLE GROWTH ADVISERS, LP. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Kishore D Rao charge for services?
Kishore D Rao'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 SUSTAINABLE GROWTH ADVISERS, LP?
SUSTAINABLE GROWTH ADVISERS, LP has approximately 33 employees and manages $23.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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