Unclaimed Profile

Abiskar Shrestha

MICROVEST CAPITAL MANAGEMENT LLC·BETHESDA, Maryland

Clean recordMICROVEST CAPITAL MANAGEMENT LLC

7315 WISCONSIN AVENUE, BETHESDA, MD 20814CRD# 5007613Firm CRD# 153395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Abiskar Shrestha · BETHESDA, MD

Registration

CRD #5007613 · MICROVEST CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Abiskar Shrestha is a registered financial advisor based in BETHESDA, Maryland, affiliated with MICROVEST CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DAI ASSET MANAGEMENT, LLC

AUM

$226M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DAI ASSET MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5007613

Firm CRD# 153395

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Abiskar Shrestha offer?

Abiskar Shrestha specializes in Retirement Planning, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Abiskar Shrestha's credentials?

Abiskar Shrestha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Abiskar Shrestha located?

Abiskar Shrestha is based in BETHESDA, Maryland, working with MICROVEST CAPITAL MANAGEMENT LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Abiskar Shrestha charge for services?

Abiskar Shrestha's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MICROVEST CAPITAL MANAGEMENT LLC?

MICROVEST CAPITAL MANAGEMENT LLC has approximately 11 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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