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Shilpa Girish Andalkar

Ensemble Capital Management, LLC

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About Shilpa Girish Andalkar

Shilpa Andalkar is a financial advisor with Ensemble Capital Management, LLC. Shilpa holds Series 63, Series 65 and Series 7 licenses and is also a Certified Financial Planner. Shilpa has worked in the financial services industry since 2013. Prior to joining Ensemble Capital Management, LLC, Shilpa was a financial advisor at Ameriprise Financial Services, Inc. Shilpa specializes in providing financial planning services to individuals, businesses, and investment companies.

Firm Information

Shilpa Andalkar is currently registered with Ensemble Capital Management, LLC. Ensemble Capital Management, LLC is a San Francisco, CA based investment advisor with a focus on value investing. The firm manages approximately $1.7 billion in assets for a variety of clients, including high net worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services.
Ensemble Capital Management, LLC

555 MISSION ST

SAN FRANCISCO, CA 94105

$1.66B

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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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.

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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percentage of assets

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

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Shilpa Andalkar’s Registration & Firm History

CA

06/18/2018 - Present

Ensemble Capital Management, LLC (SAN FRANCISCO CA)

CA

07/21/2015 - 10/20/2017

AMERIPRISE FINANCIAL SERVICES, INC. (San Francisco CA)

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Licenses & Designations

BC

Issued 08/25/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shilpa Girish Andalkar.
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