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Harveen Kaur Bhathal

Wolf Group Capital Advisors

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About Harveen Kaur Bhathal

Harveen Kaur Bhathal is an Investment Advisor Representative associated with Wolf Group Capital Advisors. Harveen has been in the industry since 2017 and is registered with the state of Texas and Virginia. Harveen obtained the Series 65 license in September 2023. Harveen has worked for several firms in the past including Goldman Sachs, The Wolf Group and Johns Hopkins University. Harveen specializes in providing financial planning, selection of other advisors, and portfolio management for both individuals and businesses.

Firm Information

Harveen Bhathal is currently registered with Wolf Group Capital Advisors. Wolf Group Capital Advisors is a registered investment advisor headquartered in Fairfax, VA. The firm provides financial planning, selection of other advisors, portfolio management for businesses and individuals, and manages approximately $526,794,579 in assets for 875 accounts. Wolf Group Capital Advisors has 11 investment advisor representatives and serves individuals, high-net-worth individuals, and charitable organizations.
Wolf Group Capital Advisors

12701 FAIR LAKES CIRCLE

FAIRFAX, VA 22033

$526.79M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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Harveen Bhathal’s Registration & Firm History

VA

01/02/2024 - Present

Wolf Group Capital Advisors (FAIRFAX VA)

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Licenses & Designations

IA

Issued 09/14/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harveen Kaur Bhathal.
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