Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashish? Claim Your ProfileAshish Kumar Mishra is an Investment Advisor Representative with Boyd Watterson Asset Management, LLC. Ashish has been working in the industry since 2010 and is registered in Ohio and Texas. Ashish has a Series 65 license and specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles. Ashish holds a degree from Case Western Reserve University.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
OH
11/19/2021 - Present
Boyd Watterson Asset Management, LLC (Cleveland OH)
IA
Issued 03/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Ashish Mishra is the right advisor for you? Invested Better is here to help.
