VA
Vinod Anantharaman
TRIANGULUM WEALTH MANAGEMENT
Bellevue, WA
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CRD#: 7220937
VA
Professional summary
Vinod Anantharaman is a registered financial advisor currently at TRIANGULUM WEALTH MANAGEMENT located in Bellevue, Washington.
Vinod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Vinod has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am currently a passive investor (limited partner) in a couple of privately held funds, namely the Columbia Pacific Income Fund and the Columbia Pacific Business Finance Fund. Columbia Pacific is an investment company based in Seattle, WA. I have been an investor in their funds since 2019. Their address is 1910 Fairview Ave E, Suite 200, Seattle, WA 98102. Aside from being a limited partner, I have no other association with Columbia Pacific. As a passive investor / limited partner in their funds I clearly do not have any duties related to Columbia Pacific and do not devote any of my work hours to Columbia Pacific on a regular basis.
CRS (Client Relationship Summary) - RIA
Click below to view Vinod Anantharaman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 21, 2020 - Present
TRIANGULUM WEALTH MANAGEMENT
RIA
CRD#: 306929
Bellevue, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(5/21/2020)
Current Firm
TW
TRIANGULUM WEALTH MANAGEMENT
TRIANGULUM WEALTH MANAGEMENT | TRIANGULUM WEALTH MANAGEMENT LLC
CRD#: 306929 / SEC#:
Washington
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Contact information
Main Address
Bellevue, WA
Mailing Address
Phone number
(425) 628-8260
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 614,200 |
Red Flags
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