AK
AK

Amrit Ravi Kathuria

2 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only
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Location

225 Liberty St. 11th Floor, New York, NY, 10281

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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
Invesco Distributors, INC.Broker
May 2025 - Present · 9 mos
Invesco Advisers, INC.
March 2025 - Present · 11 mos
Previous Registrations
American Funds Distributors, INC.
December 2021 - July 2023 · 1 yr 7 mos
American Funds Distributors, INC.Broker
October 2021 - July 2023 · 1 yr 9 mos
State Registrations3 states
CANYTX
AdvisorBroker
Exams
No exam information available for this advisor.
Amrit Ravi Kathuria - Financial Advisor | TrueAdvisor