Rajit Marwah
Advisor at Premca LLC
Updated today
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.
About
Rajit Marwah is a Series 65-licensed financial advisor with Premca LLC in Pflugerville, Texas, where he has worked since 2021. He has four years of industry experience and previously spent eight years at LoopSurvey Inc. Premca LLC provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, families, trusts, retirement accounts, and certain business entities. The firm uses a technology-driven investment process that combines qualitative research with quantitative models and proprietary tools to tailor portfolios according to client goals and risk tolerances.
Fee options
20% of profits for Boost program (accredited investors only)
Account minimum: $1,000,000
Location
Pflugerville, TX
Most active in
Rajit M has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Premca LLC
2021 - Present (5 years)
LoopSurvey Inc
2013 - 2021 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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