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Anitha G Rao

FINANCIAL ARCHITECTS, LLC·WOODSTOCK, Georgia
Clean record15 years registeredFINANCIAL ARCHITECTS, LLC
302 CREEKSTONE RIDGE, WOODSTOCK, GA 30188CRD# 5774635Firm CRD# 116027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anitha G Rao · WOODSTOCK, GA
Registration
CRD #5774635 · FINANCIAL ARCHITECTS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL ARCHITECTS, LLC
Aug 2010 – present
02

Registrations & Exams

Registration record
First registered · August 25, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL ARCHITECTS, LLC
CRD 116027 · SEC 801-125000
AUM
$137M
Regulatory assets under management
Employees
3
311 client accounts
Services offered by FINANCIAL ARCHITECTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL ARCHITECTS, LLC →
Introduction

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Frequently Asked Questions

What services does Anitha G Rao offer?
Anitha G Rao specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODSTOCK, Georgia for a consultation.
What are Anitha G Rao's credentials?
Anitha G Rao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anitha G Rao located?
Anitha G Rao is based in WOODSTOCK, Georgia, working with FINANCIAL ARCHITECTS, LLC. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.
How does Anitha G Rao charge for services?
Anitha G Rao's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ARCHITECTS, LLC?
FINANCIAL ARCHITECTS, LLC has approximately 3 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Earl Hultstrom
WOODSTOCK, GA

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Research
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