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Ajay Mehra

FORESIGHT GLOBAL INVESTORS, INC.·PURCHASE, New York
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2900 WESTCHESTER AVE., PURCHASE, NY 10577CRD# 2783335Firm CRD# 281818
01

About

Ajay Mehra is a registered financial advisor based in PURCHASE, New York, affiliated with FORESIGHT GLOBAL INVESTORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
FORESIGHT GLOBAL INVESTORS, INC.
FORESIGHT GLOBAL INVESTORS, INC.
AUM
$957M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2783335
Firm CRD# 281818
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ajay Mehra offer?
Ajay Mehra specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PURCHASE, New York for a consultation.
What are Ajay Mehra's credentials?
Ajay Mehra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ajay Mehra located?
Ajay Mehra is based in PURCHASE, New York, working with FORESIGHT GLOBAL INVESTORS, INC.. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Ajay Mehra charge for services?
Ajay Mehra's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORESIGHT GLOBAL INVESTORS, INC.?
FORESIGHT GLOBAL INVESTORS, INC. has approximately 6 employees and manages $957M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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