Overview
Assets Under Management: $258 million
High-Net-Worth Clients: 101
Average Client Assets: $2 million
Frequently Asked Questions
V2 FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142189), V2 FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
V2 FINANCIAL GROUP, LLC serves 101 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, V2 FINANCIAL GROUP, LLC offers portfolio management for individuals. View all service details ↓
V2 FINANCIAL GROUP, LLC manages $258 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, V2 FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 941
Discretionary Accounts: 941
Regulatory Filings
CRD Number: 142189
Last Filing Date: 2024-03-22 00:00:00
Website: https://v2financialgroup.com