Chief Executive and Chief Compliance Officer · Investall, Inc.
Balkrishna Shagrithaya
CRD 6765132 · Named on Form ADV at one SEC-registered adviser
At a glance
Investall, Inc., an SEC-registered wealth manager based in New York, NY with $26 million in regulatory assets, lists Balkrishna Shagrithaya on its Form ADV as Chief Executive and Chief Compliance Officer, a control person.
Firms and roles
- Investall, Inc.Chief Executive and Chief Compliance OfficerWealth manager · New York, NY · $26M in regulatory assets
AtlasMembers
Balkrishna’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Jonathan ShahShareholder, Investall, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Balkrishna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.