Overview
Assets Under Management: $59 million
High-Net-Worth Clients: 5
Average Client Assets: $10.0 million
Frequently Asked Questions
MUNAKATA ASSOCIATES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287936), MUNAKATA ASSOCIATES LLC is subject to fiduciary duty under federal law.
MUNAKATA ASSOCIATES LLC serves 5 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, MUNAKATA ASSOCIATES LLC offers portfolio management for individuals. View all service details ↓
MUNAKATA ASSOCIATES LLC manages $59 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, MUNAKATA ASSOCIATES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.80%
Average Client Assets: $10.0 million
Total Client Accounts: 27
Discretionary Accounts: 27
Regulatory Filings
CRD Number: 287936
Filing ID: 2051477
Last Filing Date: 2026-02-12 12:01:59