AM
CFA
AM
CFA

Alisha Gev Manekshaw

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
1 client
Average Client Portfolio
$3.5B average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$250K
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Location

1800 Jfk Boulevard, Suite 300, Philadelphia, PA, 19103

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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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Other Business Activities

Alisha works as a Senior Investment Analyst at Financial Integrity Resource Management, LLC since October 2023. This activity takes nearly full-time, including time spent on securities trading.

Employment History
Current Registrations
Financial Integrity Advisors, LLC
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.