Claim Profile
SV

Shiva Sambasiva Viswanathan

NORTHWOOD INVESTORS LLC·DENVER, Colorado
Unclaimed Profile
1819 WAZEE STREET, DENVER, CO 80202CRD# 4689539Firm CRD# 161406
01

About

Shiva Sambasiva Viswanathan is a registered financial advisor based in DENVER, Colorado, affiliated with NORTHWOOD INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
NORTHWOOD INVESTORS LLC
NORTHWOOD INVESTORS LLC
AUM
$8.8B
Regulatory assets under management
Employees
125
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ACQUISITION FEE
Regulatory
SEC/IARD CRD# 4689539
Firm CRD# 161406
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DENVER?

Browse all registered financial advisors in DENVER, Colorado or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Shiva Sambasiva Viswanathan offer?
Shiva Sambasiva Viswanathan specializes in Retirement Planning, Wealth Management. Contact their office in DENVER, Colorado for a consultation.
What are Shiva Sambasiva Viswanathan's credentials?
Shiva Sambasiva Viswanathan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shiva Sambasiva Viswanathan located?
Shiva Sambasiva Viswanathan is based in DENVER, Colorado, working with NORTHWOOD INVESTORS LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Shiva Sambasiva Viswanathan charge for services?
Shiva Sambasiva Viswanathan's firm is compensated through percentage of aum, performance-based fees, other: acquisition fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWOOD INVESTORS LLC?
NORTHWOOD INVESTORS LLC has approximately 125 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty