Avi Shah

Hoxton Wealth USA LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Hoxton Wealth USA LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

30 advisors

Number of Clients

920 clients

Average Client Portfolio

$511K average

Assets Under Management

$470.0M

Fee Structure

Minimum Investment:$25K

Location

101 Hudson Street, 21st Floor, Jersey City, NJ, 07302

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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.

Other Business Activities

Avi is an investment advisor at Hoxton Capital Management FZE in Dubai, providing financial services and promoting investment opportunities. This activity takes about half of Avi's time.

Employment History

Current Registrations

Hoxton Wealth USA LLC

June 2021 - Present · 4 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.