RIA Intel›Advisers›Arizona›MAKKAR INC.

MAKKAR INC.

Advisory

AZ

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$343K
across 70 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
197
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients197
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

CLEAR SKIES FINANCIAL LLC
GILBERT, AZ
$24M
SUNRISE WEALTH MANAGEMENT, LLC
TUCSON, AZ
$24M
RAYMOND JOHN MANAGEMENT LLC
$24M
SENSIBLE INVESTMENT STRATEGIES, LLC
$24M
FENGER FINANCIAL, PLLC
MESA, AZ
$25M
HEPBURN CAPITAL MANAGEMENT, LLC
PRESCOTT, AZ
$23M
-23.9% 1Y

Get the full picture on MAKKAR INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MAKKAR INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans