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AVAARI FINANCIAL

SHAH, JITESH ASHOKKUMAR

CRD 153855

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$48.2M

Discretionary AUM

$48.2M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-06-04

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals47$48.2M

All web addresses on file

Official SEC filing: View on IAPD