EB
CFA
EB
CFA

Eyal Bilgrai

9 Years of Experience
Sunnyvale, CA

Eyal Bilgrai is a CFA-designated registered investment advisor at Aba Capital LLC, based in Sunnyvale, CA, with 9 years of industry experience. Eyal 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 7 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$12.1M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sunnyvale, CA

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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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Employment History
Current Registrations
Aba Capital LLC
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
Alan Biller and Associates
September 2008 - May 2011 · 2 yrs 8 mos
State Registrations1 state
CA
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.
Eyal Bilgrai - Financial Advisor | TrueAdvisor