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ASTI Financial Management
Asti Financial Management offers independent, fee-based financial planning and investment guidance through focused planning engagements and comprehensive...
Overview
Asti Financial Management offers independent, fee-based financial planning and investment guidance through focused planning engagements and comprehensive financial planning services. Since 2005, the firm has helped clients across the Bay Area and throughout the country make smarter financial decisions. Unlike firms that charge a percentage of assets under management, its approach allows clients to receive professional advice tailored to their needs without requiring ongoing asset management relationships. The firm is a fiduciary, completely independent, and not affiliated with any broker/dealer.
General information
Firm type
RIA
Year founded
2005
Location
Region
Asia
Country
India
City
Novato
Principals
Ashish Dhawan
Founder
Sector focus
Frequently asked questions
What asset classes does ASTI Financial Management avoid?
There is no record of the office participating in venture capital, early-stage technology, real estate, or international developed-market equities. The office has consistently avoided the venture and growth-equity asset classes Dhawan's former firm became known for, preferring liquid public markets and philanthropy as the two principal allocation blocks.
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