BG
CFA
BG
CFA
Bhimeswararao Grandhi
11 Years of Experience
Holmdel, NJ
1 Disclosure
Bhimeswararao Grandhi is a CFA-designated registered investment advisor at Indousequities LLC, based in Holmdel, NJ, with 11 years of industry experience. Bhimeswararao operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Holmdel, NJ
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 1988Final
Employment History
Current Registrations
Indousequities LLC
July 2025 - Present · 10 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2006 - April 2006 · 1 mo
Schroder Fund Advisors INC.Broker
January 2005 - April 2005 · 3 mos
Scudder Investor Services, INC.Broker
May 2003 - May 2004 · 1 yr
Monument Distributors, INC.Broker
April 2000 - May 2001 · 1 yr 1 mo
Daiwa Securities America INC.Broker
December 1993 - April 2000 · 6 yrs 4 mos
Daiwa Securities America INC.Broker
July 1992 - October 1992 · 3 mos
Rosenkrantz Lyon & Ross IncorporatedBroker
February 1990 - July 1990 · 5 mos
Interstate Securities CorporationBroker
October 1986 - May 1988 · 1 yr 7 mos
State Registrations1 state
NJ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.