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Kunal S Kamlani

ESL INVESTMENTS, INC.·BAY HARBOR ISLANDS, Florida
Clean recordESL INVESTMENTS, INC.
1170 KANE CONCOURSE, BAY HARBOR ISLANDS, FL 33154CRD# 4925760Firm CRD# 157273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kunal S Kamlani · BAY HARBOR ISLANDS, FL
Registration
CRD #4925760 · ESL INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kunal S Kamlani is a registered financial advisor based in BAY HARBOR ISLANDS, Florida, affiliated with ESL INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ESL INVESTMENTS, INC.
ESL INVESTMENTS, INC.
AUM
$768M
Regulatory assets under management
Employees
7
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4925760
Firm CRD# 157273
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05

Frequently Asked Questions

What services does Kunal S Kamlani offer?
Kunal S Kamlani specializes in Retirement Planning. Contact their office in BAY HARBOR ISLANDS, Florida for a consultation.
What are Kunal S Kamlani's credentials?
Kunal S Kamlani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kunal S Kamlani located?
Kunal S Kamlani is based in BAY HARBOR ISLANDS, Florida, working with ESL INVESTMENTS, INC.. Their office serves clients in the BAY HARBOR ISLANDS metropolitan area and surrounding communities.
How does Kunal S Kamlani charge for services?
Kunal S Kamlani'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 ESL INVESTMENTS, INC.?
ESL INVESTMENTS, INC. has approximately 7 employees and manages $768M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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