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Asitha Sanjeeva De silva

Capital Squared Financial LLC

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About Asitha Sanjeeva De silva

Asitha Sanjeeva De Silva is a financial advisor registered with the state of Virginia. Asitha is associated with Capital Squared Financial LLC, a financial advisor headquartered in Rockville, Maryland. Asitha has been in the financial services industry for over 20 years and holds the Series 65 license. Asitha is a Chartered Financial Analyst. Asitha specializes in financial planning and portfolio management for individuals.

Firm Information

Asitha De silva is currently registered with Capital Squared Financial LLC. Capital Squared Financial LLC is an investment advisor with approximately $108.60 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and charitable organizations. They have 56 total accounts with 56 discretionary accounts. The firm has 2 investment advisor representatives.

$108.60M

Assets Under Management

12

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Asitha De silva’s Registration & Firm History

MD

03/27/2024 - Present

Capital Squared Financial LLC (ROCKVILLE MD)

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Licenses & Designations

IA

Issued 12/06/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Asitha Sanjeeva De silva.
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