Asset ManagerRIA · CRD 138738SEC-Registered

Updated:

Robert Gujral CPA

ROBERT GUJRAL CPA is an SEC-registered investment adviser with $37 million in regulatory assets under management. The firm has 1 employee and 1 investment...

Robert Gujral CPA

ROBERT GUJRAL CPA is an SEC-registered investment adviser with $37 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Asset Manager

Principals

Robert Gujral

Principal

Frequently asked questions

Is Robert Gujral CPA a family office or an investment firm?

No. The entity is structured as a CPA practice — a professional accounting firm providing tax and compliance services under an individual's state license. It does not publicly operate as a family office, venture firm, or pooled investment vehicle. Without any published investment activity, allocator-oriented due diligence would treat this as an unrelated professional-services provider.

What services does the firm provide?

Based on the CPA designation and sole-practitioner profile, services likely include individual income tax preparation, small-business tax compliance, bookkeeping, and potentially IRS representation. CPA firms in this category may also advise on entity structuring and state tax obligations, but no specific service list is publicly available for this practice.

How large is the firm's team?

Public records do not indicate any professionals beyond the named principal, Robert Gujral. The absence of a firm-branded website, LinkedIn company page, or job listings suggests the practice operates without a multi-person team — typical for solo CPA firms serving a local client base.

Does Robert Gujral CPA manage outside capital?

No evidence suggests the firm pools, manages, or deploys outside capital. A CPA license does not authorize the holder to act as an investment adviser or fund manager without separate registrations, none of which are publicly associated with this entity.

What geographic region does the practice serve?

No operating address or service region is publicly confirmed. Sole-practitioner CPA firms of this profile typically serve clients within a single metropolitan area or state, but no location data was identifiable in current public records for this entity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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