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Sanjiv Kannanthanam Varghese

BLUEHEEL LLC·DALLAS, Texas
Clean recordBLUEHEEL LLC
2000 MCKINNEY AVENUE, DALLAS, TX 75201CRD# 6217747Firm CRD# 331771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sanjiv Kannanthanam Varghese · DALLAS, TX
Registration
CRD #6217747 · BLUEHEEL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Sanjiv Kannanthanam Varghese is a registered financial advisor based in DALLAS, Texas, affiliated with BLUEHEEL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
BLUEHEEL
BLUEHEEL LLC
AUM
$184M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BLUEHEEL →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6217747
Firm CRD# 331771
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sanjiv Kannanthanam Varghese offer?
Sanjiv Kannanthanam Varghese specializes in Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Sanjiv Kannanthanam Varghese's credentials?
Sanjiv Kannanthanam Varghese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sanjiv Kannanthanam Varghese located?
Sanjiv Kannanthanam Varghese is based in DALLAS, Texas, working with BLUEHEEL LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Sanjiv Kannanthanam Varghese charge for services?
Sanjiv Kannanthanam Varghese's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEHEEL LLC?
BLUEHEEL LLC has approximately 4 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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