Advisor at Pakha Investment Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pakha Investment Advisory
Location
Redlands, CA 92374
Credentials
Series 63, Series 66
Industry experience
15 years
Page Khalajestani is the sole advisor at Pakha Investment Advisory in Redlands, CA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has led the firm since 2014. Outside of his advisory role, Khalajestani is also a painter and artist, dedicating time monthly to his art business. Pakha Investment Advisory provides fee-based investment advisory and financial planning services to individuals and pension and profit-sharing plans. The firm offers discretionary portfolio management with a tactical allocation approach, pension consulting, compliance support, a client newsletter, and educational retirement seminars.
Based on Pakha Investment Advisory
Based on Pakha Investment Advisory
Financial planning: $250 (basic), $450 (standard), $950 (advanced), $1,450 (self-employed advanced); Qualified plan formation: $2,500 one-time fee
1.00% annually
$300 per hour
1255 W. Colton Ave.
Redlands, CA 92374
California
Pakha Investment Advisory
2014 - Present (12 years)
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Is active or affiliated with:
Insurance agent
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They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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