Manorama Kochikar Pai

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 06/2020
  Fountain Strategies, Llc
  Carmel Valley, CA
• 01/2019 → 06/2020
  Fountain Strategies, Llc
  Monterey, CA
• 01/2020 → Present
  Financial Advocates Investment Management
  Irvine, CA

Previous Registrations

• 2020-01-02 → 2025-01-03
  Financial Advocates Investment Management
  Irvine, CA
  Irvine, CA
  Olympia, WA
• 2019-02-05 → 2020-07-12
  Fountain Strategies, Llc
  Irvine, CA
  Monterey, CA
• 2007-09-13 → 2019-04-27
  Fountain Strategies, Llc
  Monterey, CA
  Irvine, CA
• 2007-08-01 → 2007-09-12
  Private Asset Advisors, Inc.
  Newport Beach, CA

Other Businesses

1. 01/03/2025; Newport Financial Planning - DBA name only for RIA business

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-31

Designations

• Certified Financial Planner

Other Names

• Manorama K Pai