Naveen Gollapally is a registered investment advisor at Gnrfunds LLC, based in Morrisville, NC, with 4 years of industry experience. Naveen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $4.7M 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 | 0.50% |
Fee Estimator
Location
Morrisville, NC
Get directionsHistory
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
Naveen is treasurer for Alpha Vidya Inc. and Alpha Vidya RE Inc., day care centers expected to open in 2026, and Beta Vidya Inc. and Beta Vidya RE Inc., day care centers expected to open in 2027, spending minimal time on each. Naveen is also president of RCAN Inc., a UPS store, dedicating a few hours per week, and a database administrator for The Evolvers Group, a technology consulting firm, spending about a quarter of his time.
Employment History
Current Registrations
Gnrfunds LLC
State Registrations3 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.