Prathumna Reddy is a CFA-designated registered investment advisor at Percent Advisors LLC, based in New York, NY, with 13 years of industry experience. Prathumna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 28 clients with $70M 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 | 1.00% |
Management fee is 1% per annum of the outstanding client account balance or principal amount, paid monthly.
Fee Estimator
Location
145 E 57 St, New York, NY, 10022
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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 →Employment History
Current Registrations
Percent Advisors LLC
Percent Securities, LLCBroker
Previous Registrations
Gt Securities, INC.Broker
UBS Securities LLCBroker
Credit Agricole Securities (USA) INC.Broker
State Registrations52 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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