Lavya Investing LLC

Lavya Investing LLC (CRD# 325244) is a financial advisory firm headquartered in Glendale, AZ. They manage $21,621,476 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 11141, Glendale, AZ 85318
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,965,589
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Lavya Investing LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rajnikant Patel, financial advisor Peoria AZ
Rajnikant T. Patel
CRD#: 7708275
Peoria, AZ

Rajnikant Patel (CRD# 7708275) is an Investment Advisor Representative working at Lavya Investing LLC in Peoria, AZ and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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