Overview
Assets Under Management: $258 million
High-Net-Worth Clients: 101
Average Client Assets: $2 million
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