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Vrishin Subramaniam

Capitalwe

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About Vrishin Subramaniam

Vrishin Subramaniam is an Investment Advisor Representative registered with Capitalwe LLC. Vrishin is a Certified Financial Planner and has been in the financial services industry for over five years. Vrishin has a Series 65 license and is registered in California, Texas, and Virginia.

Firm Information

Vrishin Subramaniam is currently registered with Capitalwe. Capitalwe is a registered investment advisor with one investment advisor representative and 1883348 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals. They have 12 clients who are individuals other than high-net-worth individuals.

$1.88M

Assets Under Management

4

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Vrishin Subramaniam’s Registration & Firm History

VA

04/28/2021 - Present

Capitalwe (Arlington VA)

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Licenses & Designations

IA

Issued 07/13/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vrishin Subramaniam.
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