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Pavan Nagpal

16 Years of Experience
Manhattan Beach, CA

Pavan Nagpal is a registered investment advisor at Sila Value Advisors, LLC, based in Manhattan Beach, CA, with 16 years of industry experience. Pavan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.3M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Manhattan Beach, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Pavan teaches at a community college. This activity is not investment-related.

Employment History
Current Registrations
Sila Value Advisors, LLC
October 2009 - Present · 16 yrs 7 mos
State Registrations1 state
CA
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.