BLUEHEEL of DALLAS, TX is an SEC-registered investment adviser (CRD 331771). Regulatory assets under management: $192.3M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Colin James Green | INVESTMENT ADVISOR REPRESENTATIVE - SENIOR ANALYST | — |
| Sanjiv Kannanthanam Varghese | PRINCIPAL, CIO AND CEO | — |
| Kelly Ann Griffith | CHIEF COMPLIANCE OFFICER | — |
| Matthew Thomas Nunley | PRINCIPAL AND COO | — |
| VARGHESE SANJIV KANNANTHANAM | PRINCIPAL; PRINCIPAL, CIO AND CEO | — |
| NUNLEY MATTHEW THOMAS | PRINCIPAL AND COO | — |
| GRIFFITH KELLY ANN | CHIEF COMPLIANCE OFFICER | — |
| NUNLEY MATTHEW SCOTT | PRINCIPAL | — |
| griffith Kelly | CHIEF COMPLIANCE OFFICER | — |