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Amish Bhasker Desai

RED SPRUCE CAPITAL, LLC·BERWYN, Pennsylvania
Unclaimed Profile
1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 5961705Firm CRD# 158720
01

About

Amish Bhasker Desai is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with RED SPRUCE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
RED SPRUCE CAPITAL, LLC
RED SPRUCE CAPITAL, LLC
AUM
$201M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at RED SPRUCE CAPITAL, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5961705
Firm CRD# 158720
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amish Bhasker Desai offer?
Amish Bhasker Desai specializes in Investment Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Amish Bhasker Desai's credentials?
Amish Bhasker Desai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amish Bhasker Desai located?
Amish Bhasker Desai is based in BERWYN, Pennsylvania, working with RED SPRUCE CAPITAL, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Amish Bhasker Desai charge for services?
Amish Bhasker Desai'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 RED SPRUCE CAPITAL, LLC?
RED SPRUCE CAPITAL, LLC has approximately 4 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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