V2 Financial Group, LLC

Overview

V2 Financial Group, LLC is an independent, owner-operated registered investment adviser formed in 2018 that focuses on discretionary portfolio management for individuals and small businesses. The firm serves mainly individual and family clients and charges asset-based fees with some accounts subject to performance-based fee arrangements. In addition to advisory work, the firm is engaged in other financial product distribution activities. Investment activity centers on liquid public markets—mutual funds and ETFs figure prominently in the firm’s allocations—supplemented by third-party alternative managers for real estate. The adviser does not identify as an ESG investor in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices