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Asha Bhatt Joshi

Payden & Rygel

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About Asha Bhatt Joshi

Asha Bhatt Joshi is a registered investment advisor representative with Payden & Rygel. Asha has been in the industry since 1995 and holds several securities licenses, including Series 3, 6, and 63. Asha also holds a Series 65 license and is registered as an investment advisor representative in California. Asha specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Asha Joshi is currently registered with Payden & Rygel. Payden & Rygel is a Los Angeles, California based firm specializing in portfolio management for individuals, businesses, and pooled investment vehicles, including pension and profit sharing plans, insurance companies, and investment companies. They manage over $142 billion in assets and have served a diverse client base, including high net worth individuals, charitable organizations, state and municipal government entities, and corporations.
Payden & Rygel

333 S. GRAND AVENUE

LOS ANGELES, CA 90071

$142.28B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio management for pension and profit sharing plans

Portfolio management for pension and profit sharing plans

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Asha Joshi’s Registration & Firm History

CA

07/08/1997 - Present

Payden & Rygel (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 02/07/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2002

Series 3 - National Commodity Futures Examination

BC

Issued 08/02/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Asha Bhatt Joshi.
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