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Sunil Rupchand Mahtani

KINGFISHER INVESTORS LLC·WESTPORT, Connecticut
Unclaimed Profile
256 POST ROAD EAST, WESTPORT, CT 06880CRD# 5064383Firm CRD# 114374
01

About

Sunil Rupchand Mahtani is a registered financial advisor based in WESTPORT, Connecticut, affiliated with KINGFISHER INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
KINGFISHER INVESTORS LLC
KINGFISHER INVESTORS LLC
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KINGFISHER INVESTORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5064383
Firm CRD# 114374
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sunil Rupchand Mahtani offer?
Sunil Rupchand Mahtani specializes in Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Sunil Rupchand Mahtani's credentials?
Sunil Rupchand Mahtani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sunil Rupchand Mahtani located?
Sunil Rupchand Mahtani is based in WESTPORT, Connecticut, working with KINGFISHER INVESTORS LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Sunil Rupchand Mahtani charge for services?
Sunil Rupchand Mahtani'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 KINGFISHER INVESTORS LLC?
KINGFISHER INVESTORS LLC has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KINGFISHER INVESTORS LLC

Leslie Frost Mahtani
WESTPORT, CT

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