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Nitin Laxmidas Thakkar

R-Tech Advisors, Inc.

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About Nitin Laxmidas Thakkar

Nitin Laxmidas Thakkar is an Investment Advisor Representative with R-Tech Advisors, Inc. Nitin has been in the industry since January 2008 and is licensed in California. Nitin specializes in providing financial planning and investment advice. R-Tech Advisors, Inc. specializes in providing investment advice and financial planning services to individual clients, pension and profit-sharing plans, and corporations. The firm provides a range of investment advisory services, including portfolio management, financial planning, and pension consulting. The firm manages approximately $59.5 million in assets.

Firm Information

Nitin Thakkar is currently registered with R-Tech Advisors, Inc.. R-Tech Advisors, Inc. is an investment advisor based in [Main Office Address]. The firm advises individuals, high-net-worth individuals, pension and profit sharing plans, and corporations/businesses. R-Tech Advisors, Inc. provides financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. The firm manages approximately $59.54 million in regulatory assets under management.

$59.54M

Assets Under Management

2

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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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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business consulting

Business consulting

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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Nitin Thakkar’s Registration & Firm History

CA

05/07/2008 - Present

R-Tech Advisors, Inc. (WOODLAND HILLS CA)

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Licenses & Designations

IA

Issued 02/25/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nitin Laxmidas Thakkar.
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