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Sumit Handa

SRS Capital Advisors, LLC

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About Sumit Handa

Sumit Handa is an investment advisor representative with SRS Capital Advisors, LLC in New York, NY. Sumit has been in the industry since January 2015. Sumit is registered with the state of New York and has a Series 65 license. Sumit is also the Chief Investment Officer at Arax Investment Partners. Sumit specializes in portfolio management, financial planning, and educational seminars. Sumit has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

Firm Information

Sumit Handa is currently registered with SRS Capital Advisors, LLC. SRS Capital Advisors, LLC is an investment advisor with a main office in Denver, CO. The firm has 25 licensed agents and 38 investment adviser representatives. SRS Capital Advisors, LLC manages approximately $2.81 billion in assets and provides advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management for individuals, and publication of periodicals, among other services.
SRS Capital Advisors, LLC

730 17TH STREET

DENVER, CO 80202

$2.81B

Assets Under Management

Not reported

Total Clients

17

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 individuals

Personalized portfolio management to meet individual financial objectives.

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seminars

Seminars

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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Sumit Handa’s Registration & Firm History

NY

05/16/2024 - Present

SRS Capital Advisors, LLC (New York NY)

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Licenses & Designations

IA

Issued 07/10/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sumit Handa.
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