linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sudhir Holla

Mytimeequity

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sudhir? Claim Your Profile

About Sudhir Holla

Sudhir Holla is an Investment Advisor Representative with Mytimeequity, located in Plano, TX. Sudhir is licensed to provide investment advisory services in Texas, California and Florida. Sudhir has been in the financial services industry for over six years, and holds the Series 65 license. Sudhir also owns 49% of Koalla Technologies LLC, a firm focused on developing investment algorithms.

Firm Information

Sudhir Holla is currently registered with Mytimeequity. Mytimeequity is an investment advisory firm with 1 licensed agent and 3 investment adviser representatives. They manage approximately $74 million in assets for 111 clients. The firm provides portfolio management services for individuals and businesses, and specializes in algorithmic models. Mytimeequity also manages held away accounts.

$74.00M

Assets Under Management

Not reported

Total Clients

3

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

algorithmic models

Algorithmic models

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.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sudhir Holla’s Registration & Firm History

TX

04/22/2022 - Present

Mytimeequity (Plano TX)

Not sure if Sudhir Holla is right for you?

Licenses & Designations

IA

Issued 04/15/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sudhir Holla.
Not sure if Sudhir Holla is right for you?