Shreekkanth Viswanathan, financial advisor Lincolnshire IL

Shreekkanth Viswanathan

CRD Number: 3111350
Current Firm: Svn Capital, LLC

Shreekkanth Viswanathan (CRD# 3111350) is an Investment Advisor Representative working at Svn Capital, LLC in Lincolnshire, IL and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Svn Capital, LLC Lincolnshire, IL Apr 2018 - Current 3
Preparatory Work For Launching Svn Capital, LLC Lincolnshire, IL Feb 2018 - Apr 2018 < 1
Keeley Asset Management Chicago, IL Dec 2015 - Feb 2018 2
Advisory Research, Inc. Chicago, IL Apr 2007 - Nov 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Shreekkanth Viswanathan
Phone Number: 312-972-4217
Firm Website: https://svncapital.com
Registered State(s):
  • IL
Current Firm Details
Svn Capital, LLC
Firm's CRD Number: 297005
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $343,154
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

IL

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