Sunil Mahtani is a registered investment advisor at Kingfisher Investors LLC, based in Westport, CT, with 13 years of industry experience. Sunil 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 4 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kingfisher Investors does not have a standard fee schedule for separately managed accounts. Fees are negotiated based on the amount of assets managed, the type of account, transaction activity, and the range of services provided. Fees are paid quarterly in advance.
Location
256 Post Road East, Suite 207, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kingfisher Investors LLC
State Registrations1 state
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