V2 Financial Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 142189
- Registered since
- June 28, 2018
- Website
- www.v2financialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.17%
- Individuals9.45%
- Charitable Organizations0.28%
- Corporations / Businesses0.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
V2 Financial Group, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2018. Its primary clientele is individuals and families; the firm provides portfolio management for individuals and small businesses and also operates as a salesperson of other financial products. Compensation comes through a percentage-of-assets fee schedule and arrangements that can include performance-based fees. V2 Financial Group is not designated as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities22%
- Cash & Cash Equivalents10%
Contacts
3 of 5Aiylam Sankaran
Investment Adviser RepresentativeCRD 1635086
Venkatakrishna Vedam
Founder and PrincipalCRD 5249311
Sharmila Vedam
Office ManagerCRD 4745538
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$192M in ETFs
79%
$151M
20%
$40.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $94.2M | 144,847 | 49.14% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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