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Srikanth (nmn) Narayan

3 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
3 clients
Average Client Portfolio
$96.9M average
Assets Under Management
$290.6M

Fee Structure

Financial Planning:Investment management only
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Location

San Mateo, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Srikanth is the CEO and Founder of Cache Financials Inc., a Financial Services Technology company, since January 2022. Srikanth devotes all of his time to this business during securities trading hours.

Employment History
Current Registrations
Cache Advisors LLC
November 2022 - Present · 3 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.