Aseem Garg is a CFA-designated registered investment advisor at Ahara Advisors, based in Jersey City, NJ, with 5 years of industry experience. Aseem 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 55 clients with $190M 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% |
Maximum annual fee charged for portfolio management will not exceed 1% per annum. Fees are negotiable.
Fee Estimator
Location
201 Montgomery St, Ste 263, Jersey City, NJ, 07302
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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 Activities
Aseem is a minority owner in S4A Investments LLC, J6A LLC, and JAISA Spectrum LLC, all pass-through entities for private investments, since November 2020. He dedicates minimal time to each entity, using them periodically to personally invest in private opportunities.
Employment History
Current Registrations
Ahara Advisors
State Registrations3 states
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