Bhagwati Mahendru
Bhagwati Mahendru is a registered investment advisor at Realta Investment Advisors, INC, based in Granada Hills, CA, with 33 years of industry experience. Bhagwati is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.
Fee Estimator
Location
Granada Hills, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bhagwati is the president of Mahendru Financial Group and a sole proprietor providing insurance services (health, life, disability, and annuities). He also serves as a board member for Valley Family Center, is the chairman and CEO of Nanser Inc (managing personal investments), and is an investment advisory representative for Realta Investment Advisors, Inc.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Interfirst Capital CorporationBroker
State Registrations10 states
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
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