Pakha Investment Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,000,000
Clients
21
Advisors
1
of 1 employees
About
The firm is a small independent registered investment adviser that serves individual investors and pension and profit-sharing plans, offering financial planning and discretionary portfolio management. It also provides pension consulting and plan-formation assistance, publishes a client newsletter, and conducts educational seminars and workshops, including retirement education presentations for 401(k) providers.
Portfolios are managed on a custom, discretionary basis using a tactical asset-allocation approach and a combination of fundamental, technical, and cyclical analysis. The adviser may use exchange-listed securities and interests in partnerships that invest in real estate, employ cash positions as hedges, and adjust sector weightings or dividend-focused selections to align with client objectives.
Notable distinctions include a formal pension consulting program — assisting plan sponsors with investment policy statements and providing quarterly written plan reports — and the ability to advise both plan sponsors and plan participants when requested. The firm also distributes a client newsletter, conducts retirement education seminars for plan participants, and its senior adviser is a licensed insurance agent who may offer insurance products and, separately, provides art-related advice; these service combinations are less common among peers and are offered alongside management of roughly $12.5 million in discretionary assets across about 21 client relationships.
Client services
Expertise
Fee options
Financial planning: $250 (basic plan), $450 (standard plan), $950 (advanced plan), $1,450 (advanced plan for self-employed); Qualified plan formation: $2,500 one-time fee
1.00% annually
$300 per hour
Main office
1255 W. Colton Ave.
Redlands CA 92374
Advisors at this office
1
Most active in
California
Also doing business as
Khalajestani, Page Mojgan · Pakha Investment Advisory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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