RIA Intel›Advisers›California›KHOSHNOODI , FARZAD

KHOSHNOODI , FARZAD

Advisory

EMERYVILLE, CA

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in CA

#4,363

of 5,480 advisers by AUM

Average account

$180K

across 98 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$16M

Non-Discretionary AUM$2M

Discretionary %90.9%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, NC, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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