AV
Firm Information
Compensation
N/A
Number of Advisors
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M
Fee Structure
Minimum Investment:$50K
Financial Planning:Investment management only
AFA receives compensation from FIWA based on a percentage of your managed assets, up to 1.5%. Your IAR (Investment Advisory Representative) receives a portion of this fee and can negotiate a reduction. The fees are charged quarterly, in advance, based on the market value of your account. The table above shows the fee ranges for different account sizes. These fees cover investment advice and trading costs within the FMAX wrap fee program.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
4659 Golden Foothill Pkwy Ste 106, El Dorado Hills, CA, 95762-9743
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2023Other Business ActivitiesSells Insurance
Aradhana is an agent providing health insurance services through Word and Brown and Covered CA, dedicating minimal time to this. Aradhana also co-owns rental property with Atul Verma, which is managed by a property manager.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
April 2024 - Present · 1 yr 9 mos
Allstate Financial Services, LLCBroker
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Farmers Financial Solutions, LLCBroker
February 2005 - June 2023 · 18 yrs 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.