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V2 FINANCIAL GROUP, LLC
CRD 142189 · SEC 801-113522
CA, United States
Phone
630-364-4529
Fax
630-839-6169
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$350.5M
Discretionary AUM
$350.5M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $33.1M |
| High net worth individuals | 119 | $316.1M |
States served
CA, IL, MI, NJ, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD