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Alok Himmatramka

12 Years of Experience
Houston, TX

Alok Himmatramka is a registered investment advisor at Oppoquest, based in Houston, TX, with 12 years of industry experience. Alok operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 75 clients with $35M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
75 clients
Average Client Portfolio
$462K average
Assets Under Management
$34.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Houston, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alok is a limited partner in 1709 Investments, LLC, a rental real estate business, since 2017. This passive private placement investment requires minimal time.

Employment History
Current Registrations
Oppoquest
November 2013 - Present · 12 yrs 6 mos
State Registrations1 state
TX
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.
Alok Himmatramka - Financial Advisor | TrueAdvisor