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Ajay Khatri

Alternity Investment Advisors

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About Ajay Khatri

Ajay Khatri is an investment advisor representative at Alternity Investment Advisors. Ajay has been registered with FINRA since April 2012 and holds a Series 65 license. Ajay has also been a mortgage broker/loan officer and real estate salesperson and spends approximately 20 hours per week on these activities. Ajay Khatri has been working in the financial services industry since November 2008.

Firm Information

Ajay Khatri is currently registered with Alternity Investment Advisors. Alternity Investment Advisors is an investment advisor with 1 investment adviser representative and 1 investment advisory function. The firm manages approximately $8,852,204 in regulatory assets under management. The firm primarily serves individuals other than high-net-worth individuals (18 clients with $4,551,447 in assets) and high-net-worth individuals (3 clients with $4,300,757 in assets). The firm offers selection of other advisers.

$8.85M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ajay Khatri’s Registration & Firm History

CA

04/10/2012 - Present

Alternity Investment Advisors (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 03/29/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ajay Khatri.
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