AdvisorOS Directory
Claim Profile
OV

Ojas Tapan Vahia

TOPSPIN MANAGEMENT COMPANY LBO LLC·MAMARONECK, New York
Unclaimed Profile
ONE STATION PLAZA, MAMARONECK, NY 10543CRD# 5331738Firm CRD# 161399
01

About

Ojas Tapan Vahia is a registered financial advisor based in MAMARONECK, New York, affiliated with TOPSPIN MANAGEMENT COMPANY LBO LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TOPSPIN MANAGEMENT COMPANY LBO LLC
TOPSPIN MANAGEMENT COMPANY LBO LLC
AUM
$457M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at TOPSPIN MANAGEMENT COMPANY LBO LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5331738
Firm CRD# 161399
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MAMARONECK?

Browse all registered financial advisors in MAMARONECK, New York or claim this profile if it's yours.

Browse MAMARONECK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ojas Tapan Vahia offer?
Ojas Tapan Vahia specializes in Retirement Planning. Contact their office in MAMARONECK, New York for a consultation.
What are Ojas Tapan Vahia's credentials?
Ojas Tapan Vahia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ojas Tapan Vahia located?
Ojas Tapan Vahia is based in MAMARONECK, New York, working with TOPSPIN MANAGEMENT COMPANY LBO LLC. Their office serves clients in the MAMARONECK metropolitan area and surrounding communities.
How does Ojas Tapan Vahia charge for services?
Ojas Tapan Vahia'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 TOPSPIN MANAGEMENT COMPANY LBO LLC?
TOPSPIN MANAGEMENT COMPANY LBO LLC has approximately 11 employees and manages $457M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MAMARONECK
Leigh Randall — TOPSPIN MANAGEMENT COMPANY LBO LLCDaniel Garcia — RMBS MANAGEMENT LLCJames Stephen Parks — TOPSPIN MANAGEMENT COMPANY LBO LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile