Unclaimed Profile

Paul Rohit Punyani

PAGNATO KARP PARTNERS, LLC·RESTON, Virginia

Clean recordPAGNATO KARP PARTNERS, LLC

11951 FREEDOM DRIVE, RESTON, VA 20190CRD# 6589799Firm CRD# 282298

Profile Verification

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

Identity

Paul Rohit Punyani · RESTON, VA

Registration

CRD #6589799 · PAGNATO KARP PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Rohit Punyani is a registered financial advisor based in RESTON, Virginia, affiliated with PAGNATO KARP PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PAGNATOKARP PARTNERS, LLC

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PAGNATOKARP PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6589799

Firm CRD# 282298

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Frequently Asked Questions

What services does Paul Rohit Punyani offer?

Paul Rohit Punyani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Paul Rohit Punyani's credentials?

Paul Rohit Punyani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Rohit Punyani located?

Paul Rohit Punyani is based in RESTON, Virginia, working with PAGNATO KARP PARTNERS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Paul Rohit Punyani charge for services?

Paul Rohit Punyani's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAGNATO KARP PARTNERS, LLC?

PAGNATO KARP PARTNERS, LLC has approximately 27 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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