AM
AM

Anil Kumar Madhyanam

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
303 clients
Average Client Portfolio
$647K average
Assets Under Management
$196.1M

Fee Structure

Minimum Investment:$50K
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Location

5055 Canyon Crest Dr, Ste 107, Riverside, CA, 92507

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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
B.B. Graham & Company, INC.Broker
November 2025 - Present · 3 mos
B.B. Graham & Company, INC.
November 2025 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
March 2024 - August 2025 · 1 yr 5 mos
Ameriprise Financial Services, LLC
March 2024 - August 2025 · 1 yr 5 mos
Sagepoint Financial, INC.Broker
August 2022 - February 2023 · 6 mos
The Ameriflex Group
August 2022 - February 2023 · 6 mos
Cuso Financial Services, L.P.
August 2019 - August 2022 · 3 yrs
Cuso Financial Services, L.P.Broker
August 2019 - August 2022 · 3 yrs
LPL Financial LLC
September 2017 - September 2019 · 2 yrs
LPL Financial LLCBroker
September 2016 - September 2019 · 3 yrs
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.