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Venkat Krishnaswamy

KUBHERA ENTERPRISES LLC·PRINCETON, New Jersey
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742 ALEXANDER ROAD, SUITE 305, PRINCETON, NJ 08540CRD# 5314851Firm CRD# 151619
01

About

Venkat Krishnaswamy is a registered financial advisor based in PRINCETON, New Jersey, affiliated with KUBHERA ENTERPRISES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
KUBHERA ENTERPRISES LLC
KUBHERA ENTERPRISES LLC
AUM
$239M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5314851
Firm CRD# 151619
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Venkat Krishnaswamy offer?
Venkat Krishnaswamy specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.
What are Venkat Krishnaswamy's credentials?
Venkat Krishnaswamy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Venkat Krishnaswamy located?
Venkat Krishnaswamy is based in PRINCETON, New Jersey, working with KUBHERA ENTERPRISES LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Venkat Krishnaswamy charge for services?
Venkat Krishnaswamy's firm is compensated through percentage of aum, hourly charges, 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 KUBHERA ENTERPRISES LLC?
KUBHERA ENTERPRISES LLC has approximately 5 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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